Many of the services we offer to clients are similar to what other financial advisors provide. However, we take a look at one aspect most advisors rarely do—taxes.
At Affinity, our distinctly unique approach to investment management and financial planning is centered on strategies that create 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 (401(k)s or IRAs), 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, further protecting more of what they’ve earned for a lifetime and beyond.