Pre-Retirees and Retirees
After working diligently to save for retirement, many find that it requires a change in thinking when reaching this milestone.
​
While you spend this time enjoying the fruits of your labor, our ongoing focus is to ensure you’ll have sufficient funds to support your retirement lifestyle regardless of the potential volatility of the stock market or the impact of other factors beyond your control.
​
"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 Financial Advisor at The Affinity Group, 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."
-Scott Lowe
​