A boutique wealth management experience.
With a network of global resources.
Affinity Financial Group was founded as a group of independent advisors seeking top-end solutions while avoiding conflicts of interest and significant limitations that are often found in the Financial Planning / Investment Advisory industry.
We were concerned with the lack of sophistication in the traditional approach of advisors marketing/selling different types of investment and insurance products. Affinity Financial Group reviews all aspects of a client’s financial situation. Investments*, insurance, compensation, taxes, estate planning and charitable giving are all measured together to create a comprehensive financial plan that takes full advantage of a client’s unique circumstances.
Our ability to challenge the Status Quo with innovative, entrepreneurial thinking has paved the way to much of our success. It has allowed us to provide high-level advice that better aligns the interests of our advisory group with that of our clientele. Our commitment to education, licensing, and an independent business model avoids handicapping or limiting the solutions we are able to offer.
Affinity Financial Group’s vision is to manage an efficient client base that ensures our levels of service and commitment are maintained throughout the course of the business relationship. In the end, we realize that at the core of any quality relationship is trust and mutual respect. We are not pressured to focus on sales targets and high volume business that much of the advisory industry is accustomed to. Rather, we prefer to focus on building a higher quality Advisor – Client relationship. In our experience, this increases the success rate of clients reaching their financial goals while having piece of mind and comfort in who they entrust with these goals.
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.
Don't Be Shy
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