Services We Offer

The Affinity Group insists on only working with products and services from fiscally responsible and highly rated companies. So that the needs of a broad range of clientele can be met, there is a limitless amount of products and services at our disposal.  Our number one priority in product selection is that we  Additionally, The Affinity Group does not have any preferred relationships or alliances with any product or company we do business with. Our advice is always 100% objective.

Regardless of whether a client goes through our "Basic Analysis" or "Financial-Planning" process, in making recommendations for clients, here is just a sample of the areas in which we deliver recommendations.....

Personal Financial-Planning: 

  • Retirement Planning
  • Investment Management
  • Estate-Planning
  • Life Insurance Portfolio management
  • Social-Security Income planning
  • Pension maximization
  • Family Legacy Planning
  • College Funding strategies
  • Charitable-giving strategies
  • Tax reduction strategies
  • Long-Term Care Planning
  • Medicaid Planning

Business Planning:

  • 401k and Pension Plans
  • Employee and Executive Benefits Planning
  • Non-Qualified Deferred Compensation Planning