Affinity Advantage Financial
Over the years, we all desire to address our financial goals and objectives. However, the harsh reality is that all of us might not reach our goals. Many of us lack an integrated and coordinated plan and those that have one may fail to implement it.  We generally take an ad hoc approach instead of a comprehensive strategy by:
 
  • Buying an insurance policy we don’t understand
  • Talking to our CPA about taxes
  • Discussing our risk tolerance with financial professionals
  • Asking our attorney how we should title our property
 
With this fragmented approach, how can you coordinate the legal, tax, insurance, and financial advice offered to help you pursue your unique goals?
 
AffinityAdvantage Financial (AAF) was founded on the basic principle of cooperation. Professional advice must be implemented in a coordinated fashion to help make a difference in your financial destiny. Accountants, attorneys, and insurance and financial professionals must work together to formulate the most suitable wealth building strategies for you.
 
No matter what your financial needs, whether you require an overhaul and expert analysis of your whole financial life, or need an unbiased review of your employee benefit programs, you can rely on AAF to supply you with the care, detail, and attention you expect from your financial professional.
 
Let Tom create a financial roadmap specific to your life and help guide your
plan for the future.
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

More Newsletters →