Eliminate the guesswork. Enjoy the good life.

We provide comprehensive financial strategies and objective recommendations to help you prepare to live your ideal retirement.

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How to Create a Stress-Free Retirement™

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    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

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    Using the The Affinity Group of Companies plan, we’ll examine your current financial situation and determine your retirement needs.

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    Receive a custom strategy to help you reach your unique retirement goals.

Standard of Excellence

Our qualified professionals have earned designations or achieved recognition from the following financial organizations:

See individual bios for more detail.



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The Top 10 Things to Consider When Preparing for Retirement

This four-page guide will walk you through some of the most important things to consider as you prepare your retirement strategy, including:

  • What it means to "spend less than you earn"
  • Why you should plan to live a long life
  • Where to turn for financial guidance

Attend a Live Event

Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more.

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Contact Us

For more information about any of our products and services, contact us today.

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.