Financial planning*

Financial planning*

​​​​​​​​​​​​​​​​​​​​​​​​​A financial plan can be as simple or as complex as you want it to be. Working with an experienced planner to set financial goals and determine what you need to do is the sure way of achieving your short- or long-term goals. We’re committed to helping you through all the stages of your life.

  • setting up a budget or savings plan
  • investment planning to help you choose the right mix, including tax-efficient investing
  • education planning for you or your children
  • retirement planning to ensure you can give up work without giving up your lifestyle retire in your lifestyle of choice
  • wills and estate planning for peace of mind regarding the distribution of your assets
  • risk management
  • succession planning for your business or farm

Our team of experts includes Certified Financial Planners​​​​​​​​​​​​​​​®, who will provide you with a no-cost, no-obligation and unbiased consultation. Once your specific needs are determined, they can refer you to the right expert(s) to help bring your plan to life.

We’re in this together

Affinity’s success is dependent on the success of the communities we serve. By being a member-owner, your money is put to work right where you live, improving the local economy, and the quality of life we all enjoy! How’s that for happy returns?

Make an appointment today.

*Please see the Credential disclosure and mutual funds disclaimer page​​