Affinity Advisors’ mission is to serve our clients in all areas of
their financial needs including asset protection, tax planning and
investments. We call this “Complete Benefits of Ownership” or
C.B.O. Our primary focus is helping clients to protect assets, qualify
for state & federal benefits and preserve investment funds with
guaranteed* growth and income.
Caleb M. Lopez constantly exhibits a strong motivation to help
others. He has proven himself as an exceptionally skilled creator of
customized, safe and secure retirement and Estate protection plans.
Caleb began his career shadowing the founder and president of
Affinity Advisory Network, LLC. During this close-up work, Caleb
learned ultra-high end Estate planning strategies. Contributing to
the goal-focused plans of a wide variety of clients, Caleb’s work has
helped to protect the lifestyle and legacy of Affinity clients.
Affinity Advisory Network is a holistic full-service Estate planning
firm. The strength comes directly from the focus of each
advisor to serve each client to the best of their ability.
Caleb has focused his practice on families in Northeast Ohio. He
often consults with the CEO of Affinity on customized plans for his
clients. He draws on his knowledge of retirement planning, Social
Security, long-term care, and Medicare. He creates plans that protect
assets and maintain eligibility for all private, state, and federal
benefits to cover potential long-term care expenses.
Caleb holds a Life and Health Insurance license from the State of
Ohio Department of Insurance.