As your friends age, you lose some of them and sometimes the advice you need is hard to find. We understand because we’ve helped thousands of seniors with customized plans that protect and grow retirement nest eggs.

Retiring from a lifetime of work can be a big adjustment. We understand. We know you have wisdom you’ve acquired over the years and that ultimately, you know what you want. We help you discover exactly what that is and develop a plan just for you and your family. We help you stay in control.

At some point the comfort and pride of familiar surroundings fade as concerns of safety and upkeep of the family home begin to take center stage. We are experienced and familiar at helping you make decisions regarding how to pay for every phase from assisted living to full nursing home care.

Many seniors have a genuine fear of being poor. They worry about what will happen if they spend all of their money and become dependent on their children. At Affinity, we have planning strategies that can provide income that will never, ever run out.

After retirement, the world can be very confusing. We understand. We know you cannot go to any one single professional and get all the answers you need. That is why we have formed a Multi-disciplinary Professional Network. Our network has everyone you need at one stop. We do all the work for you.

We have developed protections against the biggest risks you will be facing including; healthcare and nursing home costs, stock market risks, RMD risks, and tax risks. You may not know all the things you are up against, but we do. We know how to protect you, your spouse, and your family.

Our protection planning allows your assets to be positioned in a manner that maintains qualifications for every state and federal benefit you have paid into with your tax dollars over your working lifetime. The plan also blocks all Estate recovery efforts and allows your assisted living or nursing home costs to be covered without disinheriting your spouse or children. Concerns regarding the five-year lookback can be eliminated as this planning makes it irrelevant.