Our Process

A Different Approach to Financial Freedom

For countless individuals and families, managing wealth means working with separate professionals—financial advisors, tax planners, insurance agents, estate attorneys—each operating independently, often without full collaboration. The result? A collection of financial products, but no clear, unified strategy that connects them all—and a lot of potential confusion.

At Infinity Wealth Management, we change that. We bring everything together under one coordinated plan, working to ensure all parts of your financial picture work together in harmony.

The Bucket Plan^®

We help you build lasting wealth using The Bucket Plan®, a structured approach to organizing your assets in a way that supports both your immediate needs and long-term financial security. This strategy divides your wealth into three key buckets based on when you need it—now, soon, and later. This helps ensure stability today, accessible funds for the near future, and growth-focused investments for the long haul.

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Your Bucket Plan Certified^® Advisors at Infinity Wealth Management

At Infinity Wealth Management, our advisors are proud to be Bucket Plan Certified^®—a designation earned through comprehensive training in The Bucket Plan® methodology. That means they are uniquely qualified and accredited to deliver this simplified financial planning system.

Minimizing Risk for Your Maximum Confidence

By integrating tax planning, risk management, and income distribution, The Bucket Plan® helps safeguard against common retirement risks like market volatility and unexpected expenses. With a clear, intentional structure, it allows you to confidently transition into retirement, knowing your wealth is positioned to support your goals at every stage.

Four Steps to Your Comprehensive Wealth Plan

We begin by getting to know you—not just your finances, but your values, goals, and vision for the future. This step goes beyond numbers, diving into your financial structure, tax opportunities, risk management needs, estate planning wishes, business interests, and family dynamics. Every detail matters because a strong financial plan starts with understanding what truly drives you.
With a full picture in place, our team designs a cohesive, tax-efficient strategy tailored to you. We identify key opportunities, optimize investments, structure tax-saving strategies, and align legacy and protection planning with your long-term goals. Every recommendation is made with the big picture in mind, ensuring your financial life works together seamlessly.
Once your plan is designed, we take care of the details so you don’t have to. From investment positioning and tax strategy execution to insurance and estate plan coordination, we handle every step with precision. You’ll always know what’s happening, without the burden of managing the complexities yourself.
Financial planning isn’t a one-time event—it’s an evolving journey built on a trusting relationship. As your life and the financial landscape change, we ensure your plan adapts, keeping you on the path toward a financial future filled with infinite possibility.

Design Your Personalized Bucket Plan® Now

The Bucket Plan^® Book

The Bucket Plan^® is not just a framework our advisors are trained to implement—it’s also an easy-to-understand guide for anyone looking to take control of their financial future. The Bucket Plan^®: Protecting and Growing Your Assets for a Worry-Free Retirement is a best-selling book that was named one of the top financial planning books of 2023 by U.S. News & World Report and placed in the top 15 books for retirement planning by Entrepreneur.com in 2024! 

^{Comparative assessments and other editorial opinions are those of U.S. News and have not been previously reviewed, approved or endorsed by any other entities. Jason L Smith and/or JL Smith Holistic Wealth Management did not pay for this recognition or to be a part of the assessment}

Our Commitment to You – The Infinity Promise

At Infinity Wealth Management, we see wealth as a tool to build the life you want. That’s why we prioritize clear communication, proactive guidance, and a partnership that evolves with you. With regular updates, seamless coordination, and full transparency, you’ll always know where you stand. As life changes, we adjust your strategy to keep your wealth working for you. Our goal is simple: to keep you ahead of the curve, unlock infinite opportunities, and help you build the future you envisioned.

Ready to take the next step toward your wealth beyond limits?

Start Planning Now