A boutique wealth management experience.
With a network of global resources.
Affinity Financial Group values its independence as it operates without limitations to help you achieve your financial well being. Having access to a full suite of solutions for our clients ensures your financial plan is best suited to accomplish your goals.
Due to our independence we are able to provide an unbiased approach to your needs. We are able to provide solutions from any financial institution to ensure that we have your best interest in mind. With this unbiased approach we feel that we’re able to operate at the highest ethical standards. Integrity is not something we build, it’s where we begin.
Working with an advisory group that has an independent business model and diverse education base allows us to take a holistic approach to your situation. An in-depth review of your investments*, insurance, tax and estate strategy often identifies financial planning synergies that allow your retirement dreams to become a reality. This process allows you to understand the impact of integrated planning which gives you piece of mind and assurance that all aspects of your financial well being have been addressed to the highest standards.
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new clients are referrals