B

Best Life Infinity, LLC

Updated today

Client assets under management

$48,243,173

Clients

110

8% high-net-worth

Advisors

6

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

18

Very Low

Average account size

$438,574

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.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Options & derivatives strategies Cash flow / budgeting General tax planning

Occupation focus

Military & Veterans

Demographic focus

Sandwich Generation

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Fee options

Fixed

Flat fees for financial planning vary; investment management flat fee up to $24,000 annually billed quarterly

Percentage

0.375% to 2% (varies by representative and use of 3rd party managers)

Project-based

Up to $375 per hour for financial planning

Performance-based

20% of dividends, distributions, interest and covered call net proceeds for qualified clients; 15% for Military Survivors

Other

Account minimum: $100,000 Fee-only: Financial planning hourly fees up to $375/hour; flat fees vary, with plans over $1,200 delivered within 6 months

Main office location

Best Life Infinity, LLC

1755 Telestar Dr., Ste. 300

Colorado Springs CO 80920, United States

Number of offices

6

Most active in

California · Colorado · Florida · Georgia · Idaho · Illinois · Louisiana · Maryland · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Eric J

CFP®, ChFC®, PFS™, Series 63, Series 65

Colorado Springs, CO

Best Life Infinity, LLC

Eric Jackson is a CFP®, ChFC®, and PFS™ with 17 years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2022, and has held roles at American Tax & Financial Planners since 2017. Outside of his advisory work, he is an associate at American Tax & Financial Planners, providing tax preparation, bookkeeping, and tax planning services. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management and financial planning with a focus on asset allocation and diversification. The firm employs a range of strategies from passive to active management and provides specialized services such as performance-based fee arrangements and educational seminars.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
user avatar

Heather T

Series 65

Walpole, NH

Best Life Infinity, LLC

Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. 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, employing a range of strategies based on asset allocation, diversification, and both active and passive management.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
user avatar

Magan Z

CFP®, Series 66

Williamstown, NJ

Best Life Infinity, LLC

Magan Zavislak is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Best Life Infinity, LLC, where she has worked since 2023, following roles at Investment Advisor Group, Investment Advisor Alliance, American Tax and Financial Planners, and PNC Investments. In addition to her advisory work, she provides tax planning and bookkeeping services through PinCrest Tax Advisory. Best Life Infinity serves individual investors and families, including high-net-worth clients and a focused practice for military survivors and combat veterans. The firm offers investment management and financial planning with an emphasis on asset allocation and diversification, using both passive and active strategies tailored to client needs.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
user avatar

Gavin G

CFP®, Series 65

Maitland, FL

Best Life Infinity, LLC

Gavin Ganzkow is a CFP® with eight years of industry experience, currently serving as an advisor at Best Life Infinity, LLC. His prior roles include positions at Investment Advisor Group and Investment Advisor Alliance, as well as running his own law office. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, providing investment management and financial planning with an emphasis on asset allocation and diversification. The firm offers a range of strategies from passive to active management and maintains specialized services for military survivors, including reduced or no-cost planning options.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
user avatar

Roger N

Series 63, Series 65, Series 66

Boise, ID

Best Life Infinity, LLC

Roger Nicholls is a financial advisor with Best Life Infinity, LLC in Boise, ID, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Investment Advisor Group, Arbor Point Advisors, and Ameriprise Financial Services, among others. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management, financial planning, and retirement rollover advice. The firm emphasizes asset allocation and diversification through both passive and active strategies, with a distinctive practice supporting military survivors through reduced or no-cost planning options.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
user avatar

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.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
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