Business claimed
Last updated: Over a year ago
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Financial Planning
About Affinity Asset Management
Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do-taxes. At Affinity, we take a distinctly u Go to full description...
Contact information
Phone numbers
Fax numbers
9133814804
Business hours
M-Th 7:30am-5:30pm, F-Su Closed
Business website
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Additional business details
Email address:
mark@affinityasset.com
Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do-taxes. At Affinity, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals – even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans (401ks or IRA’s) then your income at retirement time is taxable. Our attention to critical tax strategies helps our clients prepare to have some money tax free at retirement time thus further protecting more of what they’ve earned for a lifetime and beyond.
Services:
Retirement Income Planning, Tax Planning, Long-Term Care Planning, Wealth Management, Estate Planning, Social Security Planning, Risk Management, IRAs, 401(k)
Year Established: 1998