When it comes to investing, there is no one size fits all.

A large portion of our practice is focused on retirement income distribution planning.
There are several strategies and investment vehicles available for clients to choose from. We will work closely with you to provide you with a retirement income strategy that makes sense for you. The common message that we hear from clients is that they desire a retirement income that will be predictable throughout their retirement.

We offer exceptional customer service with the focus to educate clients so they have a good understanding of their investments.

Our Services

Investment

  • Personalized Asset Management Solutions
  • 529 College Savings Plan
  • Fixed Income Solutions
  • Certificates of Deposit
  • Corporate Bonds
  • Municipal Bonds
  • Mutual Funds
  • Stocks, Exchange-Traded Funds (ETFs), and Unit-Investment Trusts (UITs)
  • Alternative Investments
  • Annuities

Planning

  • Retirement Income Distribution Planning
  • Guaranteed Lifetime Income Solutions
  • Legacy Planning
  • College Funding


Business Planning

  • Retirement Solutions (401(k), SIMPLE, SEP)
  • Group Health
  • Group Life, Disability, Dental

Protection

  • Life insurance, including:Term Life
    • Universal Life
    • Variable Universal Life
    • Universal Life with Long-Term Care Benefits, Long-
    • Term Care Insurance

Money means different things to all of us.

And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That's why, at Affinity Wealth Solutions, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Monitor, Review and Adjust.

Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.

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.