Our Services
Affinity provides service in two related areas
- investment account management is
- the core of a successful strategy
- the core of Affinity’s service offering
- the only service, for which, Affinity charges its clients
- financial advisory
- these services include but are not limited to
cashflow ◊ tax ◊ charitable giving ◊ insurance ◊ education
◊ retirement ◊ legacy / estate ◊ business ◊ other
- these services include but are not limited to
- Affinity, generally, provides these services at no additional charge because
- providing these are helpful in understanding a client's financial situation
- it helps in better managing investment accounts