Client Families : Affinity Financial Group

Client Families

Robert is a sales executive, and Laura owns her own photography business. Their goal is to stay on track for retirement and ensure that their investment portfolio is well diversified.

Kim is a principal, and Chris is a teacher. They want to make sure they make the right decisions with their pension plans and retirement account options, as well as maximize benefits outside of what the school system offers.

Dr. Foster is a dentist and wanted to be able to provide a retirement plan to his entire team.