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 

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• financial advisory 
  • these services include but are not limited to
     
    cashflow   ◊   tax   ◊   charitable giving   ◊   insurance   ◊   education   
          ◊   retirement   ◊   legacy / estate   ◊   business   ◊   other
     
• 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 

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