Kelly Ennis (CFP®, ChFC®, EA)

Kelly Ennis focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

We work with clients to efficiently use their resources to fund education and retirement goals.

Additional Information

Infinity Financial Strategies, LLC is a fee-only financial planning firm that specializes in working with families balancing the competing demands on their finances such as funding college while planning for retirement.  We clarify financial goals, building a vision for the family’s financial future. We devise a strategy aligned with the family’s values and priorities and the family’s feelings about money. Every plan is unique because every family is unique.

NAPFA Start Date

March 16, 2018

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

PO Box 214 Granby, CT 06035 Phone: (860) 264-5831