Change Your Financial Life

Change Your Financial Life

We are an independent financial planning firm specializing in wealth management, retirement income strategies, and comprehensive financial planning.

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We understand that each client’s goals, ambitions, and dreams for their future make them unique.

We understand that each client’s goals, ambitions, and dreams for their future make them unique.

We partner with clients to educate and explain investment options available to meet their needs. When it comes to investing there is no one size fits all. 

That is why we strive to bring clarity and accountability to clients’ investment life while easing their stress and anxiety about investing.

We are in the business of Changing Lives and we invite you to schedule a complimentary meeting.

services

Our Services

We are focused on retirement income distribution planning. We will work closely with you to provide you with a retirement income strategy that makes sense for you. 

Meet the Team

We entirely believe in the power of individual choice. After all, it was that same power that founded our firm!

Chelsea State Bank Partnership

In March 2019, Affinity Wealth Solutions partnered with Chelsea State Bank to offer investment and wealth management services to its customers.

"There will always be a reason why you meet people.
Either you need them to change your life, or you're the one who will change theirs." — Anonymous

We Like to Keep in Touch.

Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say hi.