Our Mission: As a firm that endorses the values and ethics of the CERTIFIED FINANCIAL PLANNERTM, we create objective, customized life strategies that seek to help, protect and pass on our high net worth client's family assets. We are committed to helping individuals, families and businesses meet and exceed their financial and life goals.
Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client's wealth.
Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client's wealth.
Services
Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
Aleda Kresge is an experienced financial advisor in Frisco, Colorado. She has spent over 27 years committed to helping business owners, executives and families pursue their financial goals and investment objectives. In 1990, Aleda earned her designation as a CERTIFIED FINANCIAL PLANNER from the International Board of Standards and Practices for Certified Financial Planners.
After many years of providing financial services to Individuals and families, we are now working with Business owners. We help small business owners establish retirement plans, offer financial literacy programs for their employees, and develop succession planning strategies.
Our involvement with the community encouraged us to develop another important part of our practice: working with local Non-Profits to help them invest their assets, manage their retirement plans, and seek the long term goals of their organization.
Our involvement with the community encouraged us to develop another important part of our practice: working with local Non-Profits to help them invest their assets, manage their retirement plans, and seek the long term goals of their organization.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
The core of our business is helping individuals, couples, independent women, and families pursue their passions and make meaningful financial decisions that are true to their values. We offer a comprehensive range of services that can be tailored to your unique financial needs.
Our specialists in asset allocation, investment research, and estate distribution will develop a comprehensive accumulation and preservation plan that seeks your needs and goals.We provide anticipatory tax planning and work directly with your existing tax advisor (or we can refer you to a tax advisor) to develop and implement strategies.
Our specialists in asset allocation, investment research, and estate distribution will develop a comprehensive accumulation and preservation plan that seeks your needs and goals.We provide anticipatory tax planning and work directly with your existing tax advisor (or we can refer you to a tax advisor) to develop and implement strategies.
Reviews
Be the first to review Affinity Wealth Management Group.
Write a Review