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:
Our specialists in asset allocation, investment research, and estate distribution will develop a comprehensive accumulation and preservation plan that seeks your needs and goals.
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
Our own activities and years of experience give us a 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. These strategic resources (or networks) grant 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.
Affinity Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Address: 720 Summit Boulevard, Unit 101 B, Frisco, CO 80443
PO BOX 4776 Frisco, CO 80443
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.