Affinity Financial Strategies

A complex plan deserves a seasoned professional

Advisor talks with member

Affinity Financial Strategies

You and your diverse financial goals deserve the best – that’s where we come in. Let’s take your complex financial plan to new heights and grow your wealth.

Whether it’s enjoying financial freedom in retirement, watching your child receive their Ph.D or hammering the last nail into your dream home, we have the tools and expertise to guide you through your investment journey.

Partnering with Affinity Financial Strategies means you’ll have access to experienced wealth experts who want to see you succeed. You’ll also benefit from:
  • customized wealth strategies
  • estate planning and trust services
  • tax planning
  • business and ag succession planning
  • group benefits and pension plans for personal and business needs

Let’s create a financial plan so you can achieve your goals!

Wealth Protection Planning

Protect your family and your business when you need it most. Incorporate insurance into your financial plan and take comfort in knowing you, your loved ones and your wealth are cared for. 

We offer the following types of insurance:

  • life
  • disability
  • critical illness
  • long-term care
  • segregated funds (long-term investments that guarantee 75-100% of your original investment)
  • annuities (a form of retirement income)

Let’s bring your dreams to life 

Together, let’s grow your wealth so you can feel confident in your financial future.

Give us a call at 1.866.272.2521 to speak with an expert today!

Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Aviso Insurance Inc.  Your insurance contract will provide details of the coverage available under the plan you choose.  Restrictions may apply. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.