Who do we work with most?
Here at The Affinity Group there are a few areas or people who benefit most from our services. They are;
- High Earners Not Rich Yet (HENRY)
- Business Owners or Executives
- Retirees or People approaching retirement
- High Net Worth Families
​
Here are what each of those groups are identified by:
High Earners Not Rich Yet
To be considered as a HENRY we look for these qualities in these two areas:
Single/not Married
Yearly Gross income > $125,000 a year
​
Investable assets outside of company retirement plans > $50,000
​
Owe a combined amount < $200,000 of all debts
Married
Combined income > $200,000 a year
​
Investable assets outside of company retirement plans > $50,000
​
Owe a combined amount < $300,000 of all debts
Business Owners or Executives
There are many areas that we provide support and assistance in for business owners and executives. We believe we can help you if:
Business Owners
- Your Business generates $2 Million gross a year
- You make more than $80,000 a year
​
- You have a 6 month emergency fund
​
- You have over $150,000 in total investable assets.
Executives
- You make more than $200,000 a year
​
- You have a 6 month emergency fund
​
- You have over $150,000 in total investable assets outside of company retirement.
Retirees and Pre-Retirees
If you are retired or you are looking to retire in the next couple of years this is what we look for in our clients:
Retirees
- Your Business generates $2 Million gross a year
- You make more than $80,000 a year
​
- You have a 6 month emergency fund
​
- You have over $150,000 in total investable assets.
Pre - Retirees
- Your Business generates $2 Million gross a year
- You make more than $80,000 a year
​
- You have a 6 month emergency fund
​
- You have over $150,000 in total investable assets.
High Net Worth Families
When considering a client as a high net worth family they must;
High Net Worth Families
- Your Business generates $2 Million gross a year
- You make more than $80,000 a year
​
- You have a 6 month emergency fund
​
- You have over $150,000 in total investable assets.