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Most people have an intuitive sense of what they want to achieve in life. They have developed a set of values which drive their goals. These goals, in turn, formulate a picture of the life they would like to live.
When was the last time you assessed your life goals? How about your financial goals? Are your goals in line with your values? Are your behaviors in line with the goals you set? And are you clear about the steps necessary to reach them?
Some of the important decisions people make are not given the time and consideration they deserve. Long-term such decisions may have financial implications, and possibly even divert them from reaching their desired outcomes. Are you making "point-in-time" decisions - meaning decisions that are reactive to your situation in life, or are you making decisions that are proactive, that allow you to be in control?
Our role is that of coach and guide. We view you as a champion, protecting the success you have already earned, but also seeking to maximize future outcomes. We will take the time to know your dreams and aspirations. We will help you to define your goals, and develop a plan to achieve them.
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Special Services For Physicians
We are a provider of financial planning services to physician members of the Rockland, Orange, Dutchess, and Westchester County Medical Societies.
The Affinity Group, LLC is a premier wealth management firm located in Albany, NY. We utilize a team approach to wealth management, partnering with professionals in the financial services, accounting, and legal areas where necessary.
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Watch this short video for more information about how we might help you.
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