Whether you’re planning for retirement or grappling with how to best manage an inheritance, Affinity Wealth Management offers professional advice with your interests guiding all decisions. Through the leadership of Taunya Villicana and Angela Baurley and in relationship with LPL Financial, we are able to offer conflict-free investment products and tap into LPL Financial’s tenured and experienced research group.
It all starts with a thorough assessment of your needs. Is the focus on growth, income or somewhere in between? What is your timeline? Will a Trust be helpful? Have you considered long-term care insurance? From here, we will develop a plan with a single goal – working toward your success.
Through this multi-disciplined service, we offer individuals with a high net worth a coordinated financial plan, investment portfolio management, insurance options and access to a highly qualified team of estate planners and tax professionals – all coordinated to maximize income, growth and tax advantages.
Retirement Income Planning
Whether you’re starting early or need to make up for lost time, our goal for you will be the same – pursuing a successful retirement and confidence as you work to get there. We will suggest the ideal mix of 401k and IRA accounts that maximize contribution limits, pay careful attention to asset allocation, include diverse investments with reasonable fees, and consider tax efficiency.
An increased focus on risk management is one positive trend emerging from the financial downturn in 2008. It is critical that investors have a clear sense of their own tolerance for risks inherent in their portfolios, and Affinity Wealth Management is well trained to assess and explain these and constantly monitor accounts as they change – with consideration for new regulations that have emerged from ongoing financial reform.
We charge an annual advisory fee based on account size.
Investing involves risk including loss of principal.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.
LETTER FROM CO-FOUNDERS
We understand that who you choose to manage your money is a monumental decision and ultimately comes down to trust. Whether you’re looking ahead to retirement, have assets in need of oversight or are responsible for your organization’s accounts, the choice you make will have impact for years to come.
At Affinity Wealth Management, you can expect us to make your interests the priority in all areas of our service. Our independence is the key to your success. We have no corporate mandates to serve, and our only obligation is to pursue your goals. During the early years of our careers working for large investment firms, we began organizing neighborhood financial seminars for people in the midst of significant transitions in their lives. A light went off, and we both realized that focusing on educating and advocating for clients is a very satisfying and positive endeavor. We’re proud to have built our business on the principles of independence, honesty and open communication.
Please call us to discuss how our approach may benefit you.
Co-Founders and Managing Partners