Build Financial Freedom, the Affinity Way.
Whether you’re a business owner juggling employees and family life, or an almost-retiree worried about what’s next, we’re here to help pave the path to a clear, tangible future.
What’s most important to you?
Wealth management is about more than money.
Looking at your money is about understanding how you can use your resources to get the most out of life. We take the time to learn about your family, passions, interests, and goals to discover what drives you forward.
Are you…
● Living your best possible life?
● Prepared for unexpected expenses?
● Optimizing your portfolio for taxes?
● Building memories for you and your family?
● Getting what you need to achieve your dream retirement?
Your concerns, our solutions.
Wealth management is about the person behind the numbers. We look at what matters most to help match money decisions with your goals and dreams. Whether you’re worried about future financial plans or current issues, we can help you navigate toward solutions.
Wealth Management
Investment Management
Retirement Planning
Business Consulting and Financial Management
Your roadmap to a better future.
We draw on over five decades of experience to develop a systematic investment plan that can help you explore all of life’s possibilities with your wealth.
Once we get to know you, your financial situation, and your goals, we compile a personalized investment plan. At our investment plan meeting, your plan is presented along with our investment approach and recommendations for moving forward. Check-ins at the 45 and 90 day mark allow us to address any concerns you have and evaluate the initial impression of our plan.
For the two years that follow, we meet semi-annually and annually each year after to ensure your plan remains the best course of action, show you the progress toward your goals, and update your plan based on any life changes that have occurred.
Recent Insights
