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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Interest

What's the interest rate on the lease you're considering?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

More Newsletters →