In 2002, The Affinity Group launched with the philosophy that purposeful financial management can create fulfilling lives. We also strongly believed that traditional methods could not fully accomplish what we wanted. Instead of perfecting a sequence of steps or pushing products, we focused on building strong relationships with our clients. Our goal was to build trust, credibility, and confidence.
 

Since then, we have created many comprehensive wealth and life management plans that are tailored to each client’s unique circumstances. These plans not only guide our clients, but empower them with knowledge and confidence for future decisions. And, perhaps most importantly, our clients are finding and reaching new ambitions.