Affinity Accumulation

The Affinity Accumulation offering is for clients with the ambition to grow into our private client group and beyond.

Affinity Accumulation

Best Serving Clients between $250,000 – $ 1 Million of liquid assets and those with high incomes or strong aspirations for their financial future.

Very few individuals or families start with excessive wealth. Most must endure the hard work / accumulation phase of obtaining wealth.
Affinity’s team can provide expert guidance to set you on the right path. Our scale allows us to offer solutions that might not otherwise be available at this stage of your financial life.

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Included Services for clients that qualify for Affinity Accumulation offering

Asset Management

  • Sophisticated portfolio design
  • Objective and independent investment selection
  • No hidden commissions
  • Exclusive strategies to Affinity Financial Group clientele
  • Tax deductible advisory fees
  • Online account access

Integrated Planning

  • Comprehensive goal setting
  • Introductory business advisory & corporate structure planning
  • Tax and cash flow planning strategy
  • Legal, wills, trusts, and estate planning
  • Risk management and insurance planning
  • Retirement planning
  • Philanthropic planning