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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

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  1. Home
  2. Our Services
  3. Investment Management

Investment Management

 

  • the core of a successful  financial strategy
  • the core of Affinity’s services and the only one, for which, we are compensated
     
  • securities we use – mutual & exchange traded funds, annuities, structured products
     
  • account types we manage
    • trust
    • joint
    • individual
    • UTMA
    • IRA 
    • Roth IRA
    • 401k
    • 403b
    • education savings (IRA)
    • college 529 plans
    • annuities
    • donor advised fund (DAF)
    • other

 

  • For details please click here to read our Investment Brochure & Disclosure Document (ADV II)

 

 

Our Services

  • Overview
  • Investment Management
  • Cashflow & Taxation
  • Insurance
  • Charitable Giving
  • Retirement & Education
  • Legacy (Estate)
  • Other

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7300 Park Avenue
Allen Park, MI
48101

  •  Tel: 313-294-9290
  •  nino@affinityfa.com

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