Our Process

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

We have established a process ( The Affinity Advantage Process TM)  to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event you die too soon, live too long or need long term care services. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio and distribution strategy. The first step in our process is modeling cash flows for life and understanding return objectives based on sustenance needs over life.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams, retirement and long term care. This plan will entail regular review of ongoing financial management strategies.

This desired outcome-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose the right financial products and services
  • Identify and understand the " financial potholes" of life that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

What is Financial Security Planning?

Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.

The Team at Affinity Investment Group, LLC  will work with you to create a plan that is flexible enough to meet your changing needs.

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure, comfortable retirement
  • Pro-actively manage and control or eliminate debt
  • Provide for your loved ones or heirs in the event of death, disability or nursing home stay
  • Protect your business and your employees with succession planning