At Affinity Wealth Advisory Group, our mission is to leverage our experience, knowledge, and passion in helping clients define and pursue what is most important in their financial lives. We help people navigate life quakes - such as widowhood,divorce, retirement and career transition - focusing on guiding clients from their current state to their new normal.
We work diligently to understand what is truly important. We believe this enables us to provide the tailored guidance that helps clients transition in a way that can be both comfortable and effective. Working together we can help you feel more confident, comfortable, and in control of your financial life.
We take a comprehensive approach to financial planning and some of the services we provide include:
· Portfolio construction
· Retirement Income Planning Strategies
· Estate Planning Strategies
· Divorce Financial Planning Strategies
· Intergenerational Wealth Transfer Strategies