Looking for more guidance?

We've gathered resources that we feel are vital to understanding the planning process. Find your answers below. 

Your Personal Financial Website Tool, "eMoney"

Financial Planning clients utilize our cutting-edge financial planning software: E-Money

Every Financial Planning client has a personal website that organizes their financial life. 

 

These additional four video's below we made for our current clients to show you how utilize specific aspects of eMoney

Other Helpful Videos Regarding Important Planning Topics

Learn how a trust could benefit your financial plan.

A will is one of the most important things you can leave behind for your family. 

 

Andy Roddick says "don't be afraid to ask questions when it comes to investing"

Here's an overview of considering a financial plan.

Learn the importance of choosing the correct financial advisor for your needs. 

 

Contact Us

4481 Munson St NW

Suite 302

Canton OH, 44718

Affinity Wealth LLC is a Registered Investment Advisor and provides financial-planning services. Affinity Insurance Strategies LLC is a licensed Insurance Agency and works closely with Affinity Wealth LLC to provide services to our clients. Affinity Wealth LLC does not directly offer legal advice.

Scott Lowe holds his Ohio Mortgage Loan Originator, license NMLS #1972148, allowing our firm to facilitate mortgages through our Specialist Partner, Pioneer Financial Services.