Non-Profits
Non-Profits Do Good. We Help Them Do Well.
At Affinity Wealth Management Group, we are passionate about giving back to our community. We understand that non-profit organizations need to do well so that they can continue to do good. Aleda Kresge serves on several local non-profit boards and committees, focusing her efforts in the areas of economic development, financial literacy, and health care. Our team members are encouraged to volunteer a few of their work hours every week to support worthy causes, as well. Dedicated employees and volunteers are vital, but we also understand the importance of consistent cash flow given the economic challenges non-profits face. One of our greatest joys is helping our non-profit clients identify and develop sustainable, reliable funding streams, so that they can continue their important work.
Non-Profit Foundation Strategies
- Cash Management
- Social Responsible Profiling & Portfolio Creation
- Complete Asset Management Program
- Retirement Plan Solutions: 403b’s, Simple IRAs, and 401ks
Insurance Benefits for Employees
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
Professional Resources for Non-Profits
- CPA Introductions
- Attorney Referrals
- Health Insurance Professionals
Ask a QuestionAddress: 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.
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