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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lifetime Earnings

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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

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.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

More Newsletters →