Affinity Asset Management is a full service financial advisory firm, specializing in Money Management, Retirement Tax Strategies, Retirement Income Design, and Retirement Planning. We focus on strategy and service before product selection. Our unique approach has earned us the ultimate compliment clients can give: referrals. We believe it’s important to have a blueprint or design before you can focus on the wall colors and carpeting. We spend time working on your blueprint and help you design a strategy to meet your goals and expectations. Only then will we review the ‘carpet and color,’ the financial products you currently have and those that you might consider adding to complement your overall design. As an independent financial advisory firm, we are able to offer many options that clients might not otherwise have. We represent more than one company, which means more product choices for you! Using the strength that comes with choice creates an advantage you can count on. After we design a strategy, we’ll seek the products best suited for your goals. We have learned that the fastest way to help you create a workable plan is to focus on smart retirement tax strategies, not aggressive investment selection. Our goal and yours are the same, to provide you with the largest net income on the least gross income.