Individuals

We Are Committed to Your Personal Fulfillment

The core of our business is helping individuals, couples, independent women, and families pursue their passions and make meaningful financial decisions that are true to their values. We offer a comprehensive range of services that can be tailored to your unique financial needs. Our sophisticated capabilities include:

Wealth Planning

Our specialists in asset allocation, investment research, and estate distribution will develop a comprehensive accumulation and preservation plan that seeks your needs and goals.

Tax Planning

We provide anticipatory tax planning and work directly with your existing tax advisor (or we can refer you to a tax advisor) to develop and implement strategies. This allows you to spend less time doing your taxes and focus on helping to keep more of your earnings and investment returns.

Risk Management Planning

We will evaluate your personal risks (such as umbrella coverage, long-term care coverage, life coverage and medical coverage) to make sure the unexpected does not delay your future retirement.

Legacy & Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We offer the following estate planning services:

  • Coordination with your attorney (or finding one that suits your needs) to implement your estate plan from beginning to end
  • Re-title assets to reduce or eliminate estate taxes
  • Re-title assets to avoid probate
  • Bi-annual estate planning reviews

Philanthropic Planning

Our own activities and years of experience give us a unique perspective on supporting the public good. We believe the success of each individual stems from the success of his or her community. We work to provide tax-advantaged giving opportunities and education that allow you to pass along assets and share your values with generations to come.

More Than Money

Our mission is to guide you to the right decisions for your financial future. Additionally, you will enjoy numerous benefits as a member of the Affinity Wealth Management Group family. This strategic alliance grants you access to industry professionals, educational materials and a variety of social events.

Come work with Affinity Wealth Management Group, where we strive to enhance our clients’ quality of life through our holistic planning services. Let us free your mind so you can enjoy what matters most to you.