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Welcome to Affinity Financial Advisory

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

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

Why Affinity

How does Affinity gain investment perspective? 

Investment Perspective

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Financial Perspective

This area is not meant to provide specific investment or financial advice, but rather, perspective. 

  • specific investment or financial advice requires 
    • compiling personal investment & financial information and 
    • applying this kind of perspective and the related concepts to the information 
       
  • Affinity recommends an introductory consultation and periodic reviews in order to 
    • gain perspective on personal investment & financial information and 
    • decide on steps to take, in order to implement the conclusions  

Here we offer perspective on three different levels 

Planning Your Financial Strategy 

  • a framework for coordinating a variety of issues that affect your financial life 
  • this planning considers – cashflow, taxation, risk, giving, goals, legacy, investment, etc. 
  • click here to view our power point 

Planning Your Investment Strategy 

  • in Affinity’s “Planning Your Financial Strategy”, investment management is highlighted 
  • here, we present a more detailed investment framework 
  • this framework considers 
    • the objectives & constraints of investing, as well as 
    • more practical issues 
      • purpose for the investments (income, retirement, etc.) 
      • matching investment mix (cash, bonds & stocks), risk & time horizon 
      • specific types of investments to consider 
  • click here to view our power point 

Market & Economy 

  • highlights various analyses Affinity uses for gaining investment & economic perspective 
  • the following are highlighted 
    • technical analysis 
    • market valuation 
    • market target levels 
    • economic indicators 

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Perspective

  • Market & Economy

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7300 Park Avenue
Allen Park, MI
48101 United States

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

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