Services we directly provide
The Affinity Group directly provides advice and solutions to our clients in the following areas
Our firm utilizes E-Money: the most efficient way to organize your financial life.
Creative Financial Planning
Investment Management
We provide asset managers with the blueprints of who you are and your unique financial ideas... read more >
Insurance Planning
Work with our team to narrow down which insurance types and plans best fit your life... read more >
Home & Mortgage
We help our clients evaluate real estate investments and we pull in our mortgage consultants... read more >
Financial Planning
Our team will ensure that your current plan will allow you to formalize your wishes... read more >
Our Network of Specialists
We integrate our private network of specialists into our meeting process so that our Financial Planning Clients have a totally integrated view of their complete financial picture, as well as a properly coordinated strategy
Taxes
Utilize our team of tax specialists and CPAs to review your prior returns... read more >
Estate Planning
Our team will ensure that your current plan will allow you to formalize your wishes... read more >
Real Estate Investing
We help our clients evaluate real estate investments and we pull in our mortgage consultants... read more >
Banking Services
Manage your current accounts and project earnings, savings, and your financial position read more >
