A group of people linked by a common purpose
Total Wealth Management....Your Financial Team
Our financial planning firm in Canton, Ohio helps our clients manage each and every aspect of their financial lives. Our firm is a "Wealth Management Team" consisting of financial planners, financial consultants, accountants, attorneys, bankers, and insurance agents. You have an entire office of financial experts collaborating, thinking, and working for you. Welcome to your family's "Board of Financial Advisors".
There are four groups our financial planning firm
provides the most value for
Get full access to The Affinity Group's game changing e-books here
- How to hire a fiduciary
- Seven retirement traps to avoid
- How to avoid leaving the IRS "a tip"
- Many more
A Message From Our Principal
I'm passionate about coaching and advising clients how to achieve or maintain financial independence, or as I like to call it "work optional". What I have found is that the term "retirement" doesn't relate or connect to many people today. We all want to get to the point where we get up each morning and do what we want to do, not what we need to do financially. This is financial independence, and our entire mission as a company. Everything our team does in the areas of financial planning, tax-planning, investment management, banking, and insurance, is focused on financial independence....either getting there or ensuring you stay there.
As the Principal and Wealth Advisor at The Affinity Group in Canton, Ohio, I truly get energized by spending time with my clients and obsessing over ways to provide greater value to their financial and personal lives. I want my clients to always say and feel that they are getting a concierge experience and have a partner in their corner who is looking after their total wealth picture, from banking and mortgage to investments, insurance, estate planning, taxes, and retirement planning.
YOUR FINANCIAL TEAM
From our Canton, Ohio based in-house professionals to our extended network of specialist, we have created a personal "board of financial advisors" for you. So, you can go live life without worry because your team is looking out for every aspect of your financial world.