Services

  1. Insurance & Financial Services
    Our goal is to collectively determine which financial path makes the most sense for you and your family, and also which steps are necessary to achieve your goals.
  2. Legal Services
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  3. Tax Services
    By creating tax projections of a client’s situation, they can make informed decisions and be prepared when tax time comes around. After the decisions are made, Affinity Tax Services can prepare your Federal, State, and Trust returns.
  4. Investment & Security Services
    At the Affinity Advisory Network, we believe that having a Wealth Manager to assist with your investments and securities is an important piece of the planning process in addition to the Estate Planning, Insurance, Legal, Home Equity, and Tax professionals that we use.
  5. Property & Casualty Insurance Services
    Allow us to protect you against property losses to your business, home or car and/or against legal liability that may result from injury or damage to the property of others.
  6. Pensions & Retirement
    At Affinity our pension experts can work with small business owners and entrepreneurs to create the opportunity to hyper inflate their retirement savings while reducing corporate taxes and adding to their personal tax deductions.
  7. Home Equity Solutions
    We serve a wide variety of clients ranging from those buying their first homes to others having lived in the same house for half a century or more.
  8. Health & Life Insurance
    Term or Whole | Health or Dental Services; Affinities Health and Life Division has you covered.