Insurance Review

Are you unsure if your current Risk Management strategy is coordinated to fit the needs of your family, your business, and you personally? 

Most often insurance coverage is put together haphazardly over the course of many years. This may cause overlapping coverage and additional costs that may not be necessary. Varying life events such as buying a home, getting married, having children, starting a business and planning for an estate/legacy tend to trigger the need to revisit your coverage.

The business model and breadth of knowledge at Affinity Financial Group allows us to help review your Risk Management Strategy and ensure it is coordinated with your family’s wishes as well as the Asset Management and Advisory components of your overall Wealth Management strategy.

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