We provide information and direction to our clients, ensuring both financial stability and growth potential through our broad array of insurance and financial services and professionals.Learn More
We truly offer a different approach to financial planning, both in philosophy, as well as execution. We understand financial market options can be confusing and often contradictory.Learn More
Be sure to attend one of our Lunch and Learns and you will be empowered to make wise financial choices about your future.
How to Structure Finances in Retirement
Protecting Your Assets from Nursing Homes
Trust vs. Wills
Properly Transferring Assets with Little or NO TAX
How Medicaid Works and Steps You Need to Take NOW to Protect Your Family
These seminars are for educational purposes only. Information given in the seminars may not be used as legal, financial or tax advice. By attending any of these seminars you give the speaker(s) permission to share their opinion. The company assigns the speaker(s) and pays for the seminar. For professional recommendations seek the advice of a licensed attorney, financial advisory or tax professional.
We went shopping around and looked for a company that could offer us all the benefits all in one package, which we found here at Affinity Advisory Network. My mom is a very skeptical individual, and she insisted on meeting with other professionals before coming to the realization that this is where they both felt comfortable.
I really knew if he didn’t help me that I’d probably lose most of my money for taking care of Carl, and Carl was my most important person. Between Sterling House sending me here and meeting with Robert, actually I can say that I saved at least 90% of our money that would have gone right to the nursing home.
Affinity Advisors met with us over the period of about two and a half months at different intervals, explaining each step as they went, so that we understood it, so that we had time to digest it before they went on to the next step, which enabled us to get a real grip on what they were doing for us.
Affinity Advisory Network has changed my life! I’m more relaxed now. To me, Affinity really makes me feel comfortable and confident, and I don’t have to worry about my finances like I did before. I’m just more at ease and I sleep better at night.
I found out how informative and how well he knew this business and I was highly impressed with Robert, and that’s the truth.