"Don't wait for disaster to update your insurance.

The day you need it, is a day too late."

Estate Planning
Real Estate Investing
Mortgages & Loans
Social Security Insurance
Banking
Financial Planning

Risk Management

Our team of insurance specialists assesses your current policies for risks that could negatively impact the growth of your finances. It is vital to protect yourself in the event of a loss or catastrophic event. 

LIFE | In the event of premature death, are your survivors protected?

DISABILITY | Are you prepared for an unexpected loss of income?

LONG-TERM CARE | When you can no longer care for yourself, are you set?

PROPERTY & CASUALTY | Your belongings and net worth must be properly insured in the case of a catastrophic event. 

Did you know?

The Affinity group does not internally manage or hold custody of any of our clients' investments. Our clients take comfort in knowing that the same firms that handle Fortune 500 companies will be managing their plans through our integrated process.