Services
Affinity Advisory’s services meet all of your financial requirements. FOR THE TIME BEING, FOR TOMORROW!
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Case Consultans
Our Services
Taking you closer to your goals.
We assist you in setting SMART financial goals that will gradually help you accomplish the goals you have set for yourself. When you can monitor your financial goals, it’s proof that your financial plan moves in the right direction. The characteristics of SMART financial goals are:
- Attainable
- Specific
- Measurable
- Time-bound
- Trackable
- Relevant
Our Services
Financial success isn’t just a number
“Financial Success” has a different meaning for different individuals and businesses. For some, it’s being free from debts, and for some, it’s financial freedom.
But, of course, you can’t measure financial success by achieving a specific net worth because financial success is NEVER a race. It’s a systematically planned growth process – it’s you vs. you! If you are in better financial shape than you were a year ago, that’s a financial success!
Financial Planning
Meet your current financial needs and accomplish your long-term money goals
Investment Planning
Get an investment strategy that is well-integrated with your financial plan.
Estate Planning
Determine how your assets will be managed, preserved, and distributed in case of your death or incapacitation
Retirement Planning
Set goals for your retirement years and get actionable advice to achieve those goals
Life Insurance
Take a measure for the financial security of your loved ones. Help your beneficiaries cover all the essential expenses in case you pass away.
