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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

More Newsletters →