Schedule an appointment today!


Join our professional team

Affinity Advisory Network LLC is a multidisciplinary professional network of professionals designed to assist both consumers and industry professionals alike. Affinity consists of two main divisions: The retail financial planning and wealth preservation firm; and the insurance wholesale operation, which is a full service FMO.

Your Name (required)

City/State (required)

Your Email (required)

Your Phone(required)

List all the licenses you currently have
(Please select all that apply)
Life and Health InsuranceInvestment Advisor (65/66)Registered Representative (6/7)

Your total amount of assets gathered in 2014:



Annuity Premium

List all the FMO's that you are currently working with

The retail division of Affinity truly offers a different approach to financial planning, both in philosophy, as well as execution. Our team of professionals has been integrated to offer an unparalleled experience to our clients and independent advisors, providing a holistic approach to retirement and estate preservation planning. This holistic approach is available to all consumers, regardless of net worth. Our professional network includes insurance advisors, financial advisors, stock brokers, registered investment advisors, elder law attorneys, real estate attorneys, accountants, CPA’s, and home equity specialists. We have brought all of these professionals together under one roof, to ensure that all of our clients receive the best, most well rounded financial plan possible.

Affinity also operates as a full service FMO on the wholesale side of the business. We hold direct with many of the top carriers across the country, and handle all of the processing in house. We work directly with both independent advisors across the country, and in house advisors representing the Affinity brand. Affinity currently produces between $40,000,000 and $50,000,000 a year in new annuity and life premium, with a short-term goal of reaching that $100,000,000 mark.

Affinity Advisory Network has been recognized as an innovative retirement and estate planning practice by Forbes Magazine, About Magazine, numerous other publications, and most importantly, by the community that it serves. The full service FMO side of Affinity provides a platform to proliferate these groundbreaking ideals outside of the Affinity corporate footprint, and positively change the lives of people everywhere.