The Affinity Group
I'm passionate about coaching and advising clients how to achieve or maintain financial independence, or as I like to call it work optional". What I have found is that the term "retirement" doesn't relate or connect to many people today. We all want to get to the point where we get up each morning and do what we want to do, not what we need to do financially. This is financial independence, and our entire mission as a company. Everything our team does in the areas of financial planning, tax-planning, investment management, banking, and insurance, is focused on financial independence. ...either getting there or ensuring you stay there.
Official Website
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Total Wealth Management
- Investment Management
- Social Security & Medicare
- Banking & Mortgage
- Real Estate Investing
- Insurance
- Tax Planning
- Estate Planning
- Cash-Flow & Budgeting
Sentiment Analysis
Scott and the team really get to know you.
I think I found that here at the Affinity Group as they are well rounded in all aspects of your financial responsibilities; including investments, real estate insurance wills trust and anything else.
Affinity group patiently helped me organize my finances, set up necessary legal paperwork, and navigate an outlook for my retirement.
Scott and his team work hand in hand with you to secure you financially and through your retirement.
Love every one that works at affinity Scott is very helpful.
We have been with the firm 15 years or so and are pleased with the results.
We have been using The Affinity Group for more than 10 years and are extremely satisfied with their dedication & service!
The outcome of our conversations has resulted in a steady path toward retirement and a stable, intentional development of our financial portfolio.
Very professional, trustworthy and gives a lot of good advice
Scott takes the time to have in depth meaningful conversations about your finances and gives you ideas or suggestions on how best to handle your current financial situation.
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