Our Services - What We Offer
Supporting your journey. Strengthening your financial future.
Infinite Banking & Debt Action Plan
Customized strategies designed to grow tax-sheltered, tax-free wealth while rapidly eliminating personal and business debt—including mortgages—in a fraction of the usual time. Leverage your capital for life’s needs, from home improvements to self-financing major purchases. Enjoy greater flexibility, liquidity, control, and long-term stability, with the ability to put your money to work for business opportunities. Build lasting generational wealth and create true financial freedom.
College Funding
Every parent wants to give their child the best start. A college funding plan from Infinite Solutions Advisory helps make that possible by supporting major milestones such as education, a first home, and early retirement, all with the protection of life insurance.
Life Insurance
Our life insurance plans give you the freedom to choose the coverage and terms, including Living Benefits that fit your needs through a simple, streamlined process that takes just a few steps. Whenever you need guidance, our Advisors are here to support you so you can make your decision with confidence.
Retirement Income Protection
& Generational Wealth
After years of hard work, retirement should give peace of mind. Our solutions provide income that lasts a lifetime with the ability to also grow, protect, and pass on your wealth so your family thrives for generations.
Mortgage Protection
Protect your mortgage for any circumstance- Ensure your loved ones can remain in your home in the event of your death. Protect your income in the event of a critical illness or disability so your mortgage and living expenses are protected. Select a rate that fits your budget and secure up to two million dollars in coverage – complete with Living Benefits at no additional cost – in about fifteen minutes so you can have peace of mind knowing your mortgage and income are protected.
Disability and Critical Illness Insurance
Ensure your income and the ability to cover your bills if you or your loved one suffers a critical illness or disability with customized solutions to fit every budget.
Frequently asked questions
About Us
Sydney Lee, M.Ed., SME
Founder & CEO, Infinite Solutions Advisory
Wealth Management Strategist
Insurance Advisor
Sydney Lee is the Founder & CEO of Infinite Solutions Advisory and a dedicated Wealth Management Strategist and Insurance Advisor specializing in customized financial, insurance, and wealth-building solutions for individuals, families, and business owners. Sydney and her teams of seasoned partnerships help clients protect their assets, eliminate debt, build tax-free retirement income, and create long-term generational wealth through strategic, secure, and personalized planning.
With a focus on education and empowerment, Sydney and her partnerships simplify complex financial concepts and deliver clear, actionable guidance that supports their clients’ life, business, retirement, and legacy goals. Their goal is a focused commitment to building trusted, long-term relationships and ensuring every client has a roadmap to financial confidence, protection, and lasting prosperity.
50+ A-Rated Insurers
