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.
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.
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.
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.