Advisory Services

In addition to our investment* and insurance services we offer assistance in other areas that impact your financial well being. Individuals may be interested in developing a plan for retirement and dealing with estate issues. Business owners require additional planning with their corporate structures and compensation.

In some cases maybe you need help to keep your financial plan organized and up to date. Creating a plan is one thing, implementing it, making sure it’s followed and documenting things as you go can be another. You are busy with work, business and family. We help by offering customized assistance in maintaining a family office to help keep you on track.

*Insurance based investment solutions are provided through Affinity Financial Group. All other investment solutions are through Affinity Securities / Worldsource Securities Inc.