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“Being a client at Affinity Advantage is feeling like you have a financial professional as a member of your family”

Retirement Planning

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Investment Management

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Asset Protection

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Managing Healthcare Costs

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“First Health, Then Wealth” – Ralph Waldo Emerson.

The nature of Personal Financial Planning is highly PERSONAL.  While firms focus on product solutions, our firm focuses on financial strategies that work for you and your family.  In an industry where “one size does not fit all” we take the time to know you and you goals for retirement. In a financial world that is constantly speeding up, we like to slow down and get to know you and what’s important to you.  The complexities and jargon must be eliminated to achieve real communication and the realistic pursuit of your goals. As the investment and retirement landscape changes, we must maintain flexibility and adapt to those constant changes and challenges.  Our firm’s philosophy underscores that belief.


Managing Healthcare Costs with Medicare & Medicaid

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.