- Our Story
- Wealth Management
- Client Login
In July 2010, Ted, Zach and Mike came together at a Starbucks in Northville, MI. All three were fed up with how some of the financial industry viewed and treated its clients. They were tired of corporate greed, complicated investments and high management fees. They decided to create a company and a process that always put the client first. They wanted to make sure that the client is heard, educated and understands the investments available in the industry. The Affinity Group provides great customer service, lower fees, state of art technology and actively managed accounts not commonly available to non-accredited investors.
"How closely is your money being watched?" Here at The Affinity Group of Companies, we take pride in the options and services we offer our clients above and beyond the typical "just set it and let it go"
Our mission, as your financial partner, is to provide unbiased recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We help you design and implement your retirement strategy. We then remain by your side, monitoring how the strategy is working, and making recommendations for necessary adjustments as life changes along the way.
With his customer-focused approach, Theodore Bytnar develops fresh approaches and new solutions to help clients overcome change and reach their financial goals. "It’s all about knowing our clients, establishing goals, and building trust."
Bytnar who is Co-Founder & Chief Executive Officer of The Affinity Group uses his 28 years of experience in the financial industry and his past successes to help clients evaluate the most effective solutions. "I've seen how clients have utilized the services we’ve rendered," he says. "I use experience to help new clients make effective decisions."
When meeting with individuals and business clients, Bytnar gathers information on their insurance and financial needs. Rather than offering a one-size-fits-all, he evaluates their goals and proposes customized coverage options to protect their wealth.
"My creative way of approaching specific situations allows me to help my clients' problem solve, "Bytnar says." I have clients with unique situations who need to be at a certain point in a certain time financially, and it motivates me to help them reach their goals."
Working with individuals approaching retirement or already in retirement , Bytnar says his objective are build a strong relationship and continually communicate and revisit their investments to keep their plan on track so clients can live the retirement of their dreams.
In his free time, Bytnar enjoys golfing and mountain biking. He enjoys sporting events with friends and family.
Bytnar is licensed in Life and health, Property and Casualty Insurance, as well as in Real Estate. He began his Career in the financial industry in 1987.
Theodore Bytnar is not license with BFCFS.
Dedicated to educating his clients on investment services based entirely on their goals and needs, Investment Broker Zachary A. Leggo tries to help his clients live a better retirement by providing experienced, and practical advice.
As part of his commitment to fostering long-term relationships with his clients, Zach's main goal is to discover each client’s very specific objectives. He says "I try and find out everything I need to know about my clients so that our strategies can help accomplish their financial goals".
Zach is Co-Founder and Chief Marketing Officer of The Affinity Group of Companies."My desire to help others first attracted me to this industry almost a decade ago. I love working with different people and personalities. Whether it’s assisting clients with their retirement or just showing them how they can get better interest rates, it feels great to really help people".
A lifelong resident of Southeastern Mich. He is a sports lover and huge basketball fan, Zach likes to give back to the community. In 2012, he and his colleagues founded Affinity Cares. An organization focused on enhancing and enriching lives in their Michigan community.
Leggo is licensed in Securities 6, 63, and Life & Health Insurance.
For Financial Advisor Michael J. Bytnar, the best part of his work is helping people achieve their dreams. “It’s rewarding to see my clients reach their goals." He says.
Michael is Co-Founder and Chief Financial Officer of The Affinity Group of Companies. Michael has more than 17 years of experience in the financial service industry, supported by a bachelor’s degree in business. Michael also holds the RICP® (Retirement Income Certified Professional ®) designation.
Before starting Affinity, Michael worked for a national insurance agency. Seeing how each area of the business operated, Michael and his partners founded The Affinity Group, keeping specific goals in mind.
A key difference between the practice and others is its comprehensive approach to financial planning's. "We look at each of our clients' cases individually, and how each aspect of their portfolio will affect the portfolio as a whole," says Michael. "Understanding how each of these aspects fits together helps us choose investments that will satisfy more of that clients' need.
Michael is also responsible for developing and running Affinity's managed stock portfolios. They offer portfolios based on dividend, growth, value, and momentum.
Michael likes to give back to community. In 2012, he and his colleagues founded Affinity Cares. An organization focused on enhancing and enriching lives in their Michigan community. He is active and energetic outside the office. He enjoys running with his wife Ashley.
Bytnar is Licensed in Securities 6,63,62,65,22 and Life & health insurance.
Nathan Lawson takes time to understand the financial needs and goals of his clients. He prides himself on customer satisfaction and strives to be the type of professional he would use himself.
"When I was a child, our family struggled financially. I helped support my mother and two younger brothers since the age of 6. We delivered the Detroit Free Press and Detroit News for 20 years at 3 to 6 a.m. every day while going to school," Nathan says. "I don’t like to see others struggling financially. I enjoy helping them out. I’m able to do that at this job, and I love it."
Nathan specializes in annuities, life insurance, Long Term Care and Medicare supplements Insurance. "I always want to do what’s best for a client and keep them happy for the next 30 years," he says.
Lawson is licensed in Life and health.
Lawson is not license with BFCFS.
Request a free copy of our retirement guide below and see how you can build a better retirement. Enter your email address below to request your free copy.