Change Your Financial Life
We are an independent financial planning firm specializing in wealth management, retirement income strategies, and comprehensive financial planning.
Outdoor - Graduation, student and his family celebrating
Grandfather with grandson on his shoulders
We understand that each client’s goals, ambitions, and dreams for their future make them unique.
We partner with clients to educate and explain investment options available to meet their needs. When it comes to investing there is no one size fits all.
That is why we strive to bring clarity and accountability to clients’ investment life while easing their stress and anxiety about investing.
We are in the business of Changing Lives and we invite you to schedule a complimentary meeting.
We are focused on retirement income distribution planning. We will work closely with you to provide you with a retirement income strategy that makes sense for you.
We entirely believe in the power of individual choice. After all, it was that same power that founded our firm!
Chelsea State Bank Partnership
In March 2019, Affinity Wealth Solutions partnered with Chelsea State Bank to offer investment and wealth management services to its customers.