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.
Stephanie Rivera-Weiss constantly exhibits a strong passion
and drive to help others. She has proven herself as an exceptionally
skilled creator of customized, safe and secure post-retirement and
Estate protection plans.
Stephanie began her career working with a seasoned top performing
agent and has gone on to high-level personal training
with the founder of Affinity Advisory Network. She has learned the
ultra-high end post-retirement and Estate protection strategies developed
by the founder that have are the foundation of all plans created
for the clients of Affinity Advisory Network. Contributing to the goal focused
plans of a wide variety of clients, Stephanie’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 agent
to serve each client to the best of their ability.
Stephanie has focused her practice on families in Northeast Ohio.
Continuing to consult with Robert Hall, CEO of Affinity on customized
plans for his clients, Stephanie draws on her knowledge of
retirement planning, Social Security, long-term care, and Medicare
to create the plans that protect assets and maintain eligibility for all
private, state, and federal benefits to cover potential long-term care
Stephanie holds a Life and Health Insurance license from the State
of Ohio Department of Insurance. She acts as the point person to
coordinate the efforts of each professional that clients may need to
execute elements of their complete estate protection and retirement