

Affinity Advisory Network
Comprehensive Financial Planning for a Carefree Retirement
Welcome to Affinity Advisory Network (AAN), where we make retirement and estate planning accessible to clients nationwide. With our innovative virtual appointments, you can now connect with experienced professionals from the comfort of your own home. Proudly serving clients in 763 cities, AAN embraces a paperless approach, ensuring that your retirement solutions are not only safe and secure but also streamlined and efficient. Thanks to advancements in technology, navigating your financial future has never been easier!

At Affinity Advisory Network, we proudly serve clients nationwide through virtual video calls, making financial planning accessible and convenient. This innovative approach lets you connect with our expert team from the comfort of your home, eliminating travel time and enhancing flexibility. Whether seeking retirement strategies, estate planning, or investment advice, our virtual meetings ensure you receive personalized attention tailored to your unique needs. We leverage technology to create a seamless experience, fostering meaningful discussions and building solid relationships no matter where you are. With Affinity, expert guidance is just a video call away!

Solutions
Affinity Advisory Network offers comprehensive financial services designed to preserve, protect, and distribute your assets. Our multidisciplinary team includes financial advisors, CPAs, insurance agents, and attorneys, all working together to create customized retirement and estate plans. We focus on providing peace of mind by ensuring your wealth is managed effectively and your legacy is secure.
Your Team
The team at Affinity Advisory Network includes financial advisors, CPAs, insurance agents and attorneys, all collaborating to create a cohesive plan tailored to your goals. This integrated approach ensures every aspect of your financial life is covered, often at lower cost than the patchwork of professionals you've relied on so far. Our unified team works together seamlessly to provide comprehensive solutions, giving you peace of mind and a clear path to achieving your financial objectives.

PROVIDERS
Affinity Advisory Network partners worth some of the strongest and healthiest national providers to create comprehensive retirement and estate plans. These carriers are renowned for their financial stability and reliability, ensuring your assets are well protected and efficiently managed. By leveraging the expertise and resources of these top tier providers, we offer robust solutions tailored to your unique needs, giving you peace of mind and confidence in your financial future.














COMPLIMENTARY CONSULTATION
You're in the right place! Schedule a no-cost, no obligation consulation with one of our highly skilled professionals today. The next step is a simple conversation to understand your unique needs and goals. Affinity Advisory Network works with clients nationwide, offering personalized solutions to secure your financial future. Let us help you navigate reitrement and estate planning with confidence and ease. Reach out to start your journey towards financial peace of mind.
Disclaimer
© Copyright 2011-2025 Affinity Advisory Network LLC
Affinity Advisory Network, LLC is a financial services firm helping clients prepare for retirement through the use of insurance and investment products and services. We are not endorsed by or affiliated with any government agency. Affinity Advisory Network, LLC is a network of professionals acting together for the overall benefit of each client, including CPAs, Insurance Agents, Accountants, Real Estate professionals, VA Accredited Claims Agents, and Attorneys. Many of the professionals within the network are independent of the Affinity Advisory Network and maintain their own licenses.
Investment advisory and financial planning services offered through AAN Wealth Advisors, LLC, a State of Ohio Investment Advisor. Sub-advisory services are provided by Advisory Alpha LLC, A SEC registered Investment Advisor. AAN Wealth and Advisory Alpha, LLC are separate and unaffiliated entities. Registration with the SEC or state does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability.
This content is for informational purposes only and does not intend to make an offer or solicitation for sale or purchase of any securities. Investing involves risk, including the potential loss of principal. No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially affect the performance of your portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Investors should carefully consider the investment objectives, risks, fees and expenses before investing. Any financial services firms referenced in this material do not provide tax or legal advice. Please consult with your tax or legal professional regarding specific issues prior to making a tax or legal decision. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state.
If you would like a written opinion you can rely on, please contact an accountant, financial adviser, or attorney. The materials contained herein are not intended to, and do not constitute, legal or financial advice. Attorneys are licensed in limited jurisdictions. The firm does not intend to practice law in any state in which we do not have licensed attorneys, and this information is not intended to solicit representation that would constitute the unauthorized practice of law in any jurisdiction. Hiring a lawyer is an important decision that should not be based solely on this material. Before you decide, please contact us for further information about our qualifications and experience. Neither transmission nor receipt of these materials creates an attorney-client relationship between the sender and the receiver.