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    • Why Affinity?
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Welcome to Affinity Financial Advisory

Contact Us

We are an independent Registered Investment Advisor (RIA)
& a fiduciary for our clients

Why Affinity

We strive to provide you with comprehensive & affordable
investment management & financial advisory services 

Why Affinity

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  2. Our Services
  3. Service Delivery

Service Delivery

AFA delivers financial advisory services to clients and prospects in a variety of ways 

  • Recommendations 
    • may be general or more specific 
    • may be informal or formal
       
  • analysis 
    • standard – generally from a software package 
    • custom – often involves spreadsheet analysis
       
  • meetings – generally as needed or when requested by clients 
     
  • client portal (CP) 
    • automated account aggregation as well as manual tracking   ◊   account investment composition   ◊   document vault   ◊   cashflow & budgeting   ◊   financial reports 
    • integrates with planning platform
       
  • planning platform (PP) 
    • integrated with client portal 
    • automated analysis – retirement, education, etc. 

Taken together, these delivery methods comprise comprehensive financial advisory services.

Our Services

  • Service Delivery
  • Client Portal and Accounts
  • Service Models and Pricing

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7300 Park Avenue
Allen Park, MI
48101 United States

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

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