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.