Kelly Ennis, CFP® Infinity Financial Strategies, LLC

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About Kelly Ennis, CFP®, ChFC

I am Kelly Ennis, founder of Infinity Financial Strategies, LLC, a fee-only registered investment adviser working with clients locally in southern New England and virtually throughout the United States. I have more than 20 years of experience in the financial services industry and I am passionate about helping others to understand and use financial strategies to improve their lives.

I started Infinity Financial Strategies to work with clients who need financial advice that covers their entire financial situation including their retirement plans, employment benefits and other areas that are often overlooked. My mission is to help clients view money as a tool used to achieve their goals rather than being the end goal itself and then to teach clients how to best use that tool.

When I’m not working directly with clients I work with students teaching financial literacy and leadership skills. When I am not helping people pursue their financial goals I can be found gardening or hanging out with my husband and teenage sons.

If you are ready to commit to designing your ideal financial future contact me to learn how we can work together.

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Recently Published

What’s next for you?

November 10, 2021

So, your son or daughter has finished up their applications.  You have the list of schools divided up into top choices, middle choices and safety schools.  You’re making plans for the holidays and soon you’ll be making plans for graduation.  Looking back, you’ve attended countless games, recitals and performances and scheduled around practices and rehearsals […]

The post What’s next for you? appeared first on Infinity Financial Strategies.

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Complete the FAFSA – Even if you won’t get aid

November 10, 2021

Every year people ask if they should complete the FAFSA (Free Application for Federal Student Aid) if they know they won’t qualify for financial aid.  The answer is Yes! In general, completing the FAFSA isn’t difficult or time consuming.  You might find that the toughest part is coordinating a time with your student to get […]

The post Complete the FAFSA – Even if you won’t get aid appeared first on Infinity Financial Strategies.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • College Planning
  • Gen X
  • Parents
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $175 + one time $500 onboarding fee
  • Standalone plan: $2500
  • AUM: 1.0% tiered to .75%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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