Who We Help
Infinite Summer Financial Planning is built to serve teachers, families, and individuals navigating life’s big financial decisions. If you’re looking for clarity, guidance, and a plan that reflects your values—we’re here to help.
Educators
From understanding pension benefits to optimizing 403(b) plans, we help teachers navigate their financial future with confidence. Whether you’re early in your career or nearing retirement, we offer guidance grounded in a deep understanding of school systems.
College-Bound Parents
College is one of the biggest financial decisions a family makes. We offer cost projections, financial aid guidance, and savings strategies so you can support your student without compromising your own goals.
Young Families
Balancing childcare, mortgage payments, and saving for college? We help families set priorities, build sustainable budgets, and prepare for the future while staying grounded in today’s needs.
Near Retirees
Approaching retirement can bring both excitement and uncertainty. We help you assess your readiness, evaluate your income sources, and make smart decisions about timing, pensions, and savings so you can transition with confidence.
Not Sure if We're the Right Fit?
If you’re facing a decision and want clear, honest financial guidance, we’d love to talk. The first call is free—no pressure, just a conversation to see how we can help.
No pressure — just a friendly 30-minute conversation to explore your goals.
Having trouble?
Click here to open the scheduling page.
Infinite Summer Financial Planning, LLC (“ISFP”) is a registered investment adviser offering advisory services in the Commonwealth of Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by ISFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only and does not constitute investment advice. Opinions expressed herein are solely those of ISFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
View our Privacy Policy and Form ADV Part 2 Brochure to learn more about how we protect your information and disclose our advisory services.