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Retirement represents a fundamental change in your life, yet most retirees don’t match that with the fundamental change of moving from accumulation to income. Our primary focus is to assist those planning for, entering or already in retirement to make that transition smoothly. We offer assistance and expertise in retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, long-term care, IRA and 401(k) rollovers, and IRA legacy planning.

Financial Services

To develop a financial strategy for your future, it's important for your financial professional to have a holistic view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use multiple ‘buckets’, or asset classes, to help you meet financial goals. We work in concert with tax professionals and attorneys, in your or our network, to advise you on specific aspects of your financial strategy.

At The Affinity Group, we offer you the following services:
(Click the links below to learn more about each service)

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At The Affinity Group, we offer you the following services: