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Financial Educational Videos
The Best finance Tool in 2023!
Using a personal financial website for your financial planning is incredibly important in 2023. Our Financial Advisor will provide a fiduciary look into your personal finances with a website that gives you 24/7 access to everything in your financial life . Interested in learning more? click here https://www.tagplanning.com/emoney
Tax planning and how Inflation can effect retirement
Tax planning is important to everyone, so it should be involved in the conversation with your financial advisor. Total Wealth Management looks at your taxes and uses your professional CPA to think of the best way to plan for your financial future looking at all areas of your financial life. learn more about tax planning here https://www.tagplanning.com/tax-planning-1 Learn more about our Total Wealth management https://www.tagplanning.com/total-wealth-management
The Job of a Financial Advisor in 2023
Are you wondering what it is like to be a financial Advisor in 2023? Are you interested in getting involved in the Wealth Management field? The Affinity Group is looking to expand and if you are watching this video and this sound like something you want to become involved with and you are already a Financial advisor or planner, visit us at https://www.tagplanning.com/contact and let us know how long you have been an advisor or planner
Real Estate Investing with The Affinity Group
Like what you hear? Here at the Affinity group we really believe in the art of real estate investing and how it is a big part of all our clients lives. No matter how easy or complex their situations may be, when you are a client at The Affinity Group we give you guidance and advice to make you successful.
Short term Real Estate Investing in 2023!
Want to know how to choose a location, what areas to buy, and for what type of real estate investing? At The Affinity Group we give Wealth Management in Ohio and offer Real Estate investing coaching to all of our clients. Want help with your financial planning along with coaching in real estate investing? learn more about us here https://www.tagplanning.com/real-estate-investing