Colorado Springs, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Best Life Infinity, LLC
Team
Firm-wide stats for Best Life Infinity, LLC
About
Best Life Infinity, LLC provides investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans served through its Military Survivor Financial Services practice. The six-advisor firm manages roughly $48 million across about 110 client relationships and implements portfolios using mutual funds, separate account manager portfolios, equities, bonds and options.
The firm’s investment process emphasizes asset allocation and diversification informed by modern portfolio theory, macroeconomic and fundamental analysis, and employs both passive and active strategies as well as options and third‑party model portfolios. BLI typically manages accounts on a discretionary basis, may engage third‑party money managers, and uses covered‑call and other options strategies as part of its toolbox.
Compared with many peer team firms, BLI offers performance‑based fee arrangements for qualified clients and a reduced performance arrangement for Military Survivors, a structure the firm notes is available in limited circumstances. The firm also provides specialized, low‑cost or pro bono planning and financial education to military survivors—sometimes supported by third‑party funding or donated advisor time—and discloses ERISA fiduciary guidance and written retirement advice materials for clients considering rollovers.
Based on Best Life Infinity, LLC
Expertise
Based on Best Life Infinity, LLC
Location
1755 Telestar Dr., Ste. 300
Colorado Springs CO 80920
Advisors at this office
2
Advisors at this office
Eric J
CFP®, ChFC®, PFS™, Series 63, Series 65
Colorado Springs, CO
Best Life Infinity, LLC
Eric Jackson is a CFP®, ChFC®, and PFS™ credentialed advisor with 18 years of industry experience. He has worked at Best Life Infinity, LLC since 2022 and has held roles at American Tax & Financial Planners since 2017, where he also provides tax preparation and planning services outside of investment advisory. His background includes positions at several financial firms, including Investment Advisor Alliance and E. C. Jackson & Associates. Best Life Infinity, LLC is a six-advisor team providing investment management and comprehensive financial planning to individual and high-net-worth clients, including military survivors and combat veterans. The firm employs a diversified investment approach using both active and passive strategies, options, and third-party model portfolios, managing approximately $48 million across about 110 client relationships.
Clark M
Series 65
Colorado Springs, CO
Best Life Infinity, LLC
Clark Milner is a Series 65-licensed advisor with seven years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2023. His prior experience includes roles at Jr International, Inc., Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Outside of his advisory work, he has been involved in property management through his role with Milner Properties. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, utilizing a range of strategies from passive to active management with an emphasis on asset allocation and diversification.
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