Risk Management can have many different meanings and applications. However, at the root of any risk management strategy is a plan to protect against financial hardships that could negatively affect a business, family or individual. Risk Management is often related to insurance products, but at Affinity Financial Group, we strive to go further.
In examining the full financial snapshot of our clients, Risk Management often includes examining Buy-Sell/Shareholder agreements as well as facilitating creditor and liability protection of either personal or corporate assets. Once all factors are examined, we then look to create synergies between the Risk Management Strategy and any products that can execute the goals identified in the strategy.
*Insurance based investment solutions are provided through Affinity Financial Group. All other investment solutions are through Affinity Securities / Worldsource Securities Inc.