Af·fin·i·ty group

A group of people linked by a common purpose

Total Wealth Management....Your Financial Team

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We help our clients manage each and every aspect of their financial lives.  Our "Wealth Management Team" consists of accountants, attorneys, bankers, insurance agents..... you have an entire office of financial experts collaborating, thinking, and working for you. Welcome to "Your Family's Board of Advisors".   

There are four groups we find we provide the most value for

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for a video

Your Personal Financial Website

Is Your Financial GPS

see where you are, where you want to be, and what it takes to get there

Get full access to our 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


Our firm is an independent fiduciary


Click here to schedule a free
20 minute phone consultation


From our in-house professionals to our extended network of specialist, we have created a personal "board of advisors" for you, so that you can go live life while your team is looking at every aspect of your financial world.