Affinity Financial Services
Personalized guidance and investment management to navigate life and create a future that inspires you
The Agile LifePath®
Framework
Designed for ambitious professionals who dream of financial independence. Agile LifePath® can help you make the money moves that keep you focused through life and career changes.
The RetireMINT®
Framework
Already retired or want to be in the next 10 years? Use this simple framework to help retire at the right time, manage spending to make savings last, minimize tax burden, and more.
Financial Services for Every Stage of Life
Click the wheel below to reveal each service.
CASH FLOW PLANNING
How much do you need to live the lifestyle you want? We help you direct your cash for where you want to go.
ASSET MANAGEMENT
Ensure that every dollar is optimized and in alignment with your goals, risk tolerance and financial priorities.
TAX PLANNING
Tax rules change every year. We help keep your resources working for you, instead of Uncle Sam.
ESTATE PLANNING
Minimize or eliminate taxes, and direct your assets to the right people and causes.
DEBT MANAGEMENT & PAY DOWN
We crunch the numbers to help crush your debt.
RISK MANAGEMENT
We identify and address risks before they threaten your lifestyle.
Want An Action Plan to Grow Wealth and Protect What Matters Most?
STEP 1 is a quick chat with Derek, our Founder and CEO, to learn what’s on your mind
