Live your fullest life.
We take care of your money so you can focus on everything else.
We help you use money to live your best life.
Since 1974, Affinity has helped clients align their financial goals with personal ambitions. We know that you work hard to save for the future, now let us help you get there by matching your money decisions to your dreams.
A financial partner for whatever you need.
When you work with Affinity, you get more than advisors. You get advocates who genuinely care about your dreams and are committed to removing the financial obstacles that might stand in your way. If you currently find yourself with more questions than answers about your financial future, you’ve come to the right place. As your trusted partner, we help you:
Minimize tax exposure
Optimize retirement accounts
Fund education for your children
Create clarity around future scenarios
How do you want to live your best life?
This question drives everything we do. In our initial Connect Meeting, we seek to learn about your unique situation and ultimate goals so we can develop financial strategies that align with what truly matters to you.
Financial expertise that serves your vision.
Wealth Management
→Estate planning, tax strategies, business management and other wealth solutions to get the most out of your money.
Business Financial Management
→Succession planning, retirement decisions for employees, tax management, and everything else you need to prepare your business for success.
Investment Management
→Our investing strategies are custom-built with you in mind, helping you grow and protect your existing wealth.
Retirement Planning
→Whether you’re young and ambitious, or closing in on the next chapter of your life, we can help guide you toward your dream retirement.
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