AFA - Investment 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