Our Philosophy

The name Affinity Group reflects the team of professionals we have assembled in order to deliver true comprehensive planning.

  • Estate-planning attorneys
  • Certified Public Accountants
  • Banking & debt professionals
  • Property & Casualty insurance professionals
  • Special-Needs planning advisors
  • Business & Executive Planning advisors

We believe a financial advisor, regardless of how intelligent or experienced they may be, can at best only directly help their clients in a few areas...such as investments, insurance, and retirement planning. However, most successful people find that there are many more important conversations that need to be integrated into their planning such as tax-planning, estate-planning, debt and cash-flow management, and banking just to name a few.

"We want to be our client's family CFO. In other words, the trusted family advisor that plays the role of quarterback and takes it upon ourselves to ensure that the all the areas of their planning have been appropriately addressed... our team of specialist are essential to this process"

-Scott Lowe

We work alongside you.

Our time is spent collaborating with our specialists to provide the most appropriate advice, solutions, and products for each client; no case is the same. 

Your vision is what we strive for. 

Our concierge level of client-based service puts your financial desires first; we are passionate about the impact our work has on your life. 

Your information is safe with us. 

Trust. Honesty. Integrity. 

We use your information only to provide the most accurate, beneficial plan for your situation. We protect your sensitive information and maintain confidentiality.

Our knowledge grows every day.

As professionals, we continually engage in training and ongoing education related to our field. This ensures we help clients make "the best" decision, rather than a quick, ill-advised decision.