Since in 1974, Affinity has helped clients create life experiences that match their personal and financial goals. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully. Learn more about living your best life. Are you living the best life possible?
We create wealth management, tax and estate strategies to help you live all the possibilities of your money. Reach out to us and we will schedule an appointment for you to meet with a Financial Advisor who can help you design a life lived fully.
We create wealth management, tax and estate strategies to help you live all the possibilities of your money. Reach out to us and we will schedule an appointment for you to meet with a Financial Advisor who can help you design a life lived fully.
Services
Wealth management is not about money. It's about you. We discover you and match your money with your dreams and goals to help you live your best life. We help pre-retirees and retirees maximize their life experiences instead of worry about the money. We have a process developed with over 40+ years of experience helping people explore all possibilities with their money.
Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from?
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