Do You Want Your Business to Survive, or Thrive?

Entrepreneurs will find themselves in good company at Affinity Wealth Management Group. Many of our clients are successful small business owners like you, and a high percentage of them are women. Today’s economic climate demands creative financial strategies to grow and sustain your business and retain happy employees. We focus on the financial health of you and your team so that you can focus on the success of your business. Our substantial business resources include:

Sophisticated Business Solutions

  • Cash Management
  • Retirement Plan Solutions: 401ks, 403bs, and IRAs
  • Transition Support
  • Succession Planning: Passing the Baton to the Next Generation
  • Executive Services, including single stock risk management

Insurance Solutions

  • Life Insurance for You and Your Partners
  • Disability Insurance

Professional Resources

  • CPA Introductions
  • Attorney Referrals
  • Real Estate and Mortgage Brokers
  • Business Brokers
  • Health Insurance Professionals