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. Along with comprehensive financial planning, we help people navigate life quakes - such as widowhood, divorce, retirement and career transition. Our professional and thoughtful assistance guides those experiencing financial change to focus and move forward with comfort and more confidence.
We work diligently to understand what is truly important. We believe this enables us to provide tailored guidance that helps clients transition in a way that can be both beneficial and effective. Working together we can help you feel more confident, comfortable, and in control of your financial life.
We provide a comprehensive approach to your financial planning. Here are some of the areas in which we can serve you:
· Comprehensive financial analysis
· Portfolio construction and implementation
· Retirement Income Planning Strategies
· Estate Planning Strategies
· Divorce Financial Analysis
· Intergenerational Wealth Transfer Strategies