Broker Check

Our Process

Financial advice that is designed to meet your needs

As an Affinity Group client, you will receive quality, one-on-one financial advice designed to meet your needs. Our goal is to develop a long-term relationship that consists of proactive counsel and building an integrated financial plan.

  • Financial planning for business owners
  • Financial planning for executives
  • Financial planning for physicians
  • Financial planning for attorneys

    We begin with a comprehensive review

    We begin our engagement with a comprehensive review of your present cash flow, company benefits, estate planning,* risk management, retirement planning, college funding, investment analysis and portfolio asset allocation issues. We can also work with your CPA to help ensure that your tax strategies* are efficient.

    We stay touch

    We will meet and communicate with you regularly to discuss changes in the economic climate and tax legislation, as well as updates to your family’s goals, career and income needs.

    We work with your other advisors

    Whether or not you already work with a specific type of advisor, our role is not to compete with or replace any of your existing relationships. Rather, clients look to us to bring together all of the disparate pieces of their financial picture. Fewer inefficiencies and coordinated communication reduce ‘ad hoc’ decisions that might cost you time and money in the long run.

    Contact us to arrange for a complimentary consultation.

    *Estate Planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA. Any discussions of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advise. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.