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.

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 familyís 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 Ďad hocí 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
** MML Investors Services, LLC does not provide tax planning services