We Work For Our Clients, Not A Company

Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do-taxes. At Affinity, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals – even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans (401ks or IRA’s) then your income at retirement time is taxable. Our attention to critical tax strategies helps our clients prepare to have some money tax free at retirement time thus further protecting more of what they’ve earned for a lifetime and beyond.

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Affinity Asset Management

7400 W. 132nd Street, Suite 180
Overland Park, KS 66213
Local: (913) 381-4800

Ulysses, Kansas

123 South Main St.
Ulysses, KS 67880
Local: (620) 356-2200

Zona Rosa

7280 NW 87th Terrace, Suite 280
Kansas City, MO 64153
Local: (913) 381-4800

St. Joseph, Missouri

2400 Frederick Ave, #409
St. Joseph, MO 64506
Local: (816) 901-0581

Crown Center

Two Pershing Square
2300 Main Street
9th Floor, Suite 900
Kansas City, MO 64108
Local: (913) 381-4800

In the Press

  • forbes_2013 cover

As Seen in Forbes 2013

Independent Financial Services Firm Works for Its Clients – and Not a Company
For the second year in a row, Affinity […]

  • forbes_2012 cover

As Seen in Forbes 2012

You’ve been getting ready for years, faithfully putting away money in 401(k) plans, IRAs and other investment vehicles week after […]

  • wealth-managers

Top Wealth Managers in 2013

The National Association of Board Certified Advisory Practices (NABCAP) publishes their list of their top Wealth Advisors, which is then […]

  • ATRN

Scott Ledger Radio

Mark Roberts spoke with Scott Ledger of America’s Talk Radio Network about “Blueprints” and the importance of creating a solid […]

Download Our Latest Report

You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are important retirement income planning actions. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.

  • How much money will I have coming in the door every month?
  • Will I have enough income to cover my expenses in retirement?
  • Is my retirement income  guaranteed or could it fluctuate?

Download our no obligation, complimentary guide, “10 Steps to a Successful Retirement”, to help begin asking some very important questions regarding your retirement income.




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