Firm Description Best Life Infinity, LLC ("BLI") was established in 2022. Our office is located in Colorado Springs, Colorado. The firm's principal and CEO is Eric Christopher Jackson, CFP®, ChFC, (CRD #: 4800296). The firm's Chief Compliance Officer is Magan Kaur Zavislak (CRD#: 6370908). Types of Advisory Services Investment Management BLI offers a variety of investment advisory services to our clients. We work with our clients to identify their investment goals and objectives as well as risk tolerance in order to create an initial portfolio allocation designed to complement our clients ’financial goals and objectives. Portfolios typically consist of mutual funds, separate account manager portfolios, equities, bonds and options. Each portfolio will be initially designed to meet a particular investment goal, which BLI has determined to be suitable to our client’s circumstances. Financial Planning BLI offers financial planning services for our clients. These services involve gathering all information necessary to provide you with appropriate and agreed upon services. BLI analyzes all of your assets, liabilities, goals, and objectives which may include one or more of the following: ▪ cash flow planning; ▪ tax planning; ▪ budgeting; ▪ risk tolerance review; ▪ education funding; ▪ retirement planning; ▪ investment analysis; and ▪ estate planning. Military Survivors We also provide specialized services to through Military Survivors Financial Services, clients include families of fallen Military Heroes as well as Combat Veterans. Many benefits, resources, tax laws and programs apply uniquely to these special families. In many instances, we receive third party funding or our associates donate time or accept reduced rates to be able to provide low or no cost financial planning to Military Survivors either on a short or a long term basis. We also offer reduced rates to Military Survivors for investment management services. Retirement Rollovers & Conflicts of Interest: If we make recommendations or provide advice related to a retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act ("ERISA") and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. In the event we recommend a client rollover their retirement plan assets into an account to be managed by

our firm or (where applicable) recommend the purchase of a retail investment product, such a recommendation creates a conflict of interest because we will be compensated if you follow our recommendation. To manage this conflict, we operate under a special ERISA rule relating to retirement assets that requires us to act in your best interest and not put our interests ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. While not always the case, a client or prospective client leaving an employer typically has the below four options regarding an existing retirement plan: 1. Retain the assets in the former employer’s plan; 2. Rollover the assets to a Traditional IRA or Roth IRA; 3. Rollover the assets to the plan of a new employer; or 4. Receive a cash distribution. Deciding which of the above options are right for you can be a complex process. For that reason, we will discuss each option after we conduct a careful analysis. Additionally, we provide a written "Retirement Advice Disclosure" to our clients to educate you so you can make a good decision. Please let us know if you did not receive the above disclosure so we can provide it to you. Client Tailored Relationships and Restrictions As a fiduciary, BLI always acts solely in your best interests. We determine the best portfolio for each client based on their hopes, goals, dreams, age, time horizon, risk tolerance, and investable assets. You may make requests or make suggestions regarding the investments made in your portfolio. Restrictions on trading which, in our opinion, are not in your best interest cannot be honored and if forced may result in the termination of our agreement. Wrap Fee Program BLI does not sponsor nor provide portfolio management services to a wrap fee program. Assets under Management (AUM) As of December 31, 2023 we manage $30,018,969 in discretionary assets under management.