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  The Philosophy of Affinity Investment Group, LLC

Affinity Investment Group, LLC was established to fill a void in the estate and financial planning environments.  While many firms are good at educating their clients on how to accumulate wealth through various saving and investment techniques, few have expertise on distribution and tax planning issues.  Affinity Investment Group, LLC understands and addresses these issues.

Gregory B. Gagne, managing member, believes in the “whole person” approach to financial and estate planning for his clients, understanding not only his clients’ financial statements but also their interests, activities, and life goals.  Greg’s knowledge of ever-changing tax and estate laws helps his clients make the most of their assets while enjoying the life-style they choose.

Businesses need a plan to succeed.  Why should retirees be any different?  A well-organized, easy-to-understand business plan for their personal and financial objectives is the first step.

The second step is orchestrating and implementing the plan with the help of trained professionals who care about their clients and their goals.

As a result, our clients enjoy their retirement, having delegated the full-time work of a financial steward to Affinity’s team of professionals to create, preserve, and manage their wealth.