When you come to Affinity Financial Strategies, you’ll receive personalized service from our robust team of experts who are dedicated to understanding your unique needs.
We strive to build deep relationships with our clients, offering personalized strategies for retirement, estate, education and risk protection planning. When we understand your financial goals, we can build a customized plan to help grow your wealth.
Implementing effective strategies to minimize taxes when building your financial plan is the key to a solid financial plan. We’ll work with your team of expert accountants and lawyers to ensure you have a comprehensive approach to your financial future.
In other words, we’ll join your team of experts as an additional expert resource to your financial success!
Unlock the potential of your money with smart investing. Whether you're saving for retirement or aiming for other long-term financial goals, investment planning can help you make informed decisions and grow your wealth over time.
Our Aviso Wealth Senior Wealth Advisors will manage a personalized investment strategy tailored to your needs, risk tolerance and time horizon. We offer valuable insights, guidance and support throughout your investing journey to maximize your returns. With a variety of investment options, your advisor will recommend the best strategies for you.
Let us navigate the complexities of investing to help you achieve your financial goals. When you invest with Aviso Wealth and Affinity Financial Strategies, you invest in your future.
Achieve financial freedom and peace of mind in your retirement years with our expert guidance. Retirement planning is crucial for maintaining financial independence, sustaining your desired lifestyle and navigating any financial challenges that may arise. Whether retirement is just around the corner or still a distant goal, it's essential to know how to turn your wealth into a steady, reliable income stream.
Our team of Aviso Wealth Senior Wealth Advisors will work with you to identify your retirement goals and create a plan to make them a reality. Secure your financial future and plan ahead for a fulfilling retirement with the help of our experts.
Estate planning helps you organize your personal and financial matters, ensuring your assets are distributed according to your wishes when the time comes. We know this can be a sensitive topic, but we're here to support you in creating a plan that brings peace of mind.
With our expert guidance, we'll provide strategies and create a personalized plan to transfer your wealth, retain more of your assets and help you leave a legacy you can be proud of.
Creating a succession plan is essential for ensuring the future success and sustainability of your business while preserving your legacy. You've invested countless hours and overcome numerous challenges to build your business to where it is today, and you deserve a seamless transition when it's time to step down.
Succession planning can be complex, but you don't have to navigate it alone. We'll work with you to understand the intricacies of your business and collaborate with your lawyer, accountant and other professionals to implement the plan step-by-step. Starting early allows you to address potential issues, prevent family conflicts and ensure everyone is aligned with the plan. By planning ahead, you can enjoy peace of mind and confidence in your business's future.
Whether you're running a start-up or an established business, we have expertise to develop the perfect benefit solution for your business needs. One size doesn't fit all, and that's why our client-centric approach is so important. We bring value and support through our expert knowledge of the group industry, unbiased advice and access to many group carriers, making us highly competitive.
We offer flexible, customized group benefit solutions that provide tax-efficient compensation. In addition to working with business owners on group benefit programs, we also assist members with individual post-retirement health and dental programs when transitioning out of an employer group benefit plan.
Your employees are just as important to us as they are to you. Helping them get started on their journey to retirement can begin with a Group Registered Savings Plan.
With our industry expertise, we'll collaborate with you to find the best product to meet your business needs.
Group Registered Retirement Savings Plan (GRRSP) is structured to include both employee and employer contributions.
Deferred Profit-Sharing Program (DPSP) is a great way to reward employees to participate in the business profits of the company. Only the employer contributes to the plan.
Defined Contribution Pension Plan (DCPP) is where both the employee and employer contribute to. The contributions may range anywhere from 3% to 5% of an employee’s earnings. The true intention of the DCPP is for retirement income due to its locking-in provisions.
Our team cares about you and your financial future. With years of experience, we bring our knowledge and tools to the table to ensure your complex needs are met. At Affinity Financial Strategies, we offer a comprehensive range of products and services to guide you through your financial journey.
Meet the TeamMutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.