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Financial Life Planning

Pre & Post Retirement Planning
Responsible Investment Solutions
Insurance Needs Analysis
Wills & Estate Planning
Debt Management Solutions

Financial life planning looks into more than just the numbers. It digs deeper into how financial aspects fit into the broader context of a client's life, such as their life goals and value system.

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Every human being strives to live a meaningful and purposeful life. Our goal is to remove any financial barriers and put clients on a path that helps them achieve these goals and aspirations

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The first exploratory meeting is always on us. Come meet with us to see how we can add value. 

Financial Life Planning: About Me

The Value Affinity Capital has to Offer

Expertise

We, at Affinity Capital, employ top-rated portfolio management, plan administration, and financial planning tools to ensure the best value-added service for our clients.

Education

Our professionals provide confidential one-on-one financial planning and coaching services to help clients stay on track. We want you to walk away feeling empowered to take charge of your finances.

On-Going Support

Affinity Capital will keep clients abreast of current financial and legislative changes relevant to their needs through webinars, e-newsletters or one-on-one meetings as required.

Financial Life Planning: List
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