Financial Planning

Our comprehensive financial planning services are custom tailored to each client’s specific needs, offering an immense amount of clarity and organization to an individual’s or families’ financial life.

Our commitment is to guide you to a true feeling of financial security and to help you reach your goals.

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The Six Key Areas of Personal Financial Planning

Our personal financial planning process involves addressing all important aspects of one's financial life and ensuring the plan and all accounts stay up to date throughout the year.

Financial Position

  • Know, track, and project your current net worth, income, & expenses
  • Manage your debt

Adequate Protection

  • Help provide for survivors in case of premature death
  • Help protect a portion of income lost if disabled
  • Help protect your ability to meet your accumulation
  • Help protect your ability to pay off outstanding debt

Wealth Accumulation Strategies

  • Create & maintain adequate cash reserve strategies
  • Provide for education expenses
  • Buy a house or vacation home
  • Review your investment portfolio

Retirement Planning

  • Help ensure adequate retirement income
  • Government benefits
  • Employee benefit plans
  • Personal savings investments

Tax Reduction Strategies

  • Help minimize federal & state income taxes
  • Help protect against future income tax liabilities
  • Help develop long term tax reduction strategies

Estate Planning

  • Determine exposures to estate & inheritance taxes
  • Outline appropriate estate planning vehicles

Personalized Financial GPS

Managing your finances is an ongoing, ever changing process - your resources should be too. We utilize best of breed, mobile-friendly technology that allows you to see every account in real-time to understand where you are in relationship to where you need to be to meet your goals.

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View from Many Angles

The name "Affinity" points to our belief that accurate planning must be a team effort, actively incorporating specialists in many areas of your financial picture to create a transformational view of how proper advising is conducted. Our team of outside specialists include CPA's, Attorneys, and Bank Professionals, just to name a few. 

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Your New Family CFO

Our highest calling is to be each client's most trusted family advisor - a Family CFO, taking ownership of not only on the traditional areas that most financial planners address, but extending our focus to all areas of the client's financial life. This allows our clients to achieve a feeling of total financial security.

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Fee-Based Financial Planning

Fee Based Financial-Planning is a comprehensive planning process that involves addressing all of the important aspects of one's financial life.

It's important to note that financial planning is not an event, it is a process. Visit our Financial Planning Process Page for more information on the steps involved.

See The Experience

Our Process

For those new to the process of in-depth Financial Planning, you may not know the benefits of having a financial advisor.

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How We're Different

Our firm is an independent financial services firm, meaning that we are free from any associations or conflicts of interest.

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Your Financial Advocate

We're here to champion the organization of your finances to help you take charge, feel secure, and reach your goals.

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