Affinity Advantage Inc

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Your Group and Voluntary Benefits and Insurance Experts

Over the years, we all desire to address our financial goals and objectives. However, the harsh reality is that all of usmight notreach our goals. Many of us lack an integrated and coordinated plan and those that have one may fail to implement it. We generally take an ad hoc approach instead of a comprehensive strategy by:

Buying an insurance policy we dont understand
Talking to our CPA about taxes
Discussing our risk tolerance with financial professionals
Asking our attorney how we should title our property

With this fragmented approach, how can you coordinate the legal, tax, insurance, and financial advice offered to help you pursue your unique goals?
AffinityAdvantage Financial (AAF) was founded on the basic principle of cooperation. Professional advice must be implemented in a coordinated fashion to help make a difference in your financial destiny. Accountants, attorneys, and insurance andfinancial professionals must work together to formulate the most suitable wealth building strategies for you.
No matter what your financial needs, whether you require an overhaul and expert analysis of your whole financial life, or need an unbiased review of your employee benefit programs, you can rely on AAF to supply you with the care, detail, and attention you expect from your financial professional.
LetTom create a financial roadmap specific to your life and help guide your
plan for the future.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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How State and Local Governments Can Help You at Tax Time
Municipal bonds are debt obligations issued by state and local government entities. With few exceptions, they pay interest that is not subject to federal income tax.
Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.
Investor Emotions and Where to Find Them
Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.
Is It Ever OK to Make Early Withdrawals?
There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59.
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Investments & Insurance Products:
Are not insured by the FDIC or by any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.