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Benjamin T

Series 65

Portage, MI

Infinity Advisory Group

Benjamin Taylor is a financial advisor at Infinity Advisory Group with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Advisory Services Network, LLC and Harbinger Asset Management, LLC. Taylor is also a licensed insurance agent, selling and servicing annuity and life insurance products. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes evidence-based, passive asset-class allocations using mutual funds and ETFs, and utilizes sub-advisory relationships and client education activities as part of its service approach.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning
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Ginny D

Series 65

Portage, MI

Infinity Advisory Group

Ginny Dell is a financial advisor at Infinity Advisory Group with 15 years of industry experience. She holds a Series 65 designation and previously worked at Advisory Services Network, LLC and Harbinger Asset Management, LLC. In addition to her advisory role, she is a licensed insurance agent, selling annuities, life insurance, and long-term care insurance. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes evidence-based, passive asset-class allocations using mutual funds and ETFs, supported by a sub-adviser, and offers client education and insurance product options.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning
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Ryan S

Series 65

Portage, MI

Infinity Advisory Group

Ryan Snyder is a financial advisor at Infinity Advisory Group with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Advisory Services Network, LLC and Harbinger Asset Management, LLC. Outside of advisory work, Snyder is a licensed insurance agent and a partner in a service company unrelated to investment activities. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based, passive investment approach using mutual funds, ETFs, and model portfolios from a sub-adviser, with additional services including client education and insurance product implementation.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning
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