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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.

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

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

 

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.