Thinking about your future funds and what life will be like in retirement? To make sure you live your best post-career years, having a plan for your money is super important. That’s where the Infinity Lifestyle Design “Trusted Partners Program” comes in. We can’t and don’t want to give you financial advice ourselves, but we’re like matchmakers for you and qualified financial experts. Think of it like choosing the perfect teammate for your money goals.
Everyone’s retirement dreams are different, so we are building a diverse set of financial pros ready to chat. Take some time to check out their profiles and see who you click with. Then, set up a meeting with them to get to know each other better. This is your chance to ask questions and see how they work.
Beacon Bridge Wealth Partners
Location: Philadelphia, PA
Geographic Coverage: across the United States
About: Together, we create a Total Wellness plan with clear, actionable objectives to help achieve the impacts you wish to make. We also help you define your dreams across five aspects of well-being—finances, relationships, health, lifestyle, and purpose.
Contact Name: Kristen Lemesevski
Contact Title: COO
Contact Number: 484-533-6600
Contact Email: email@example.com
Beacon Bridge Wealth Partners, LLC is a Registered Investment Adviser. SEC Registration does not constitute an endorsement of Beacon Bridge by the SEC nor does it indicate that Beacon Bridge has attained a particular level of skill or ability. Advisory services are only offered to clients or prospective clients where Beacon Bridge Wealth Partners and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Beacon Bridge Wealth Partners unless a client service agreement is in place.
Edward Jones – Jared T Colao
Location: Trinity, Florida (Tampa/St. Pete)
Geographic Location: across the United States
About: Goals-Based financial advice (investment strategies and plans built entirely around you, your purpose, your priorities and what is important to you) Our number one priority is ensuring that our clients best interest comes first.
Contact Name: Jared T. Colao (Designations–Accredited Asset Management Specialist and Certified Retirement Planning Counselor)
Contact Title: Financial Advisor
Contact Number: 484-533-6600
Contact Email: firstname.lastname@example.org
The financial advisors featured in our Trusted Partners Program are independent professionals.
Infinity Lifestyle Design and Kairos Management Solutions, LLC does not guarantee their services, endorse their investment recommendations, accept any responsibility for their actions, the performance of your investments, and will not be held liable for any financial losses. We encourage you to thoroughly research each advisor, understand their investment philosophy, and know their fee structure before making any investment decisions.
Should you select one of the Trusted Partners and become a client, the Infinity Lifestyle Design and Kairos Management Solutions, LLC will not receive any financial compensation from the financial provider.