Your Dreams Matter
and Your Future is
Our Priority
Core Values
We operate under a customer-centric service standard built on objective support and consistent communication. By closely assessing your long-term goals and risk constraints, we aim to design a financial path that honors your intentions and supports your evolving lifestyle requirements across different life stages.
Justin T. Schoenhardt
Financial Advisor
Justin T Schoenhardt, RSSA, has been with IFC for several years and became a Partner in early 2025. Justin enjoys working closely with clients on retirement & investment planning, and implementing income distribution strategies. As a Registered Social Security Analyst (RSSA), Justin helps clients understand their Social Security options & assist them in making informed decisions about when and how to claim their benefits.
Joseph A. Schoenhardt
Financial Advisor
Joseph A. Schoenhardt, with over four decades of experience and as Sr. Partner has built a financial services practice centered on educating clients, building strong client relationships, and providing them with a predictable income flow during retirement.
Patrick J. Cronin
Financial Advisor
Patrick J. Cronin received his degree in Finance from Santa Clara University and then started his career with Infinity Financial Concepts. He has spent several years advising retirees and individuals preparing for retirement on investment & income planning strategies. As a Partner at the firm, he is committed to providing steady guidance in pursuit of our clients' long-term financial success.