Business Details
Your Trusted Partner for Financial Advisory Solutions
At Affinity Wealth Advisors, we prioritize independence, creativity, and integrity in delivering personalized financial solutions. Our open-architecture approach ensures no proprietary products influence our recommendations, allowing us to tailor advice specifically to your unique needs. With decades of combined experience, our team specializes in retirement planning, investment portfolio evaluation, and comprehensive wealth management.We emphasize ongoing diligence to adapt to changing circumstances, ensuring your financial plan remains aligned with your goals. Our commitment to transparency and ethical practices fosters trust, while our deep industry expertise enables us to address complex financial challenges effectively. Rooted in a legacy dating back to 1919, we combine historical insight with modern strategies to serve clients across diverse financial landscapes.
Services
Retirement Planning
Investment Portfolio Evaluation
Education Funding
Employee Benefits
Estate Planning
Insurance & Risk Management
Highlights and features
- We offer independent, unbiased financial advice with no proprietary products.
- Our team holds advanced certifications including CFP, ChFC, and CLU designations.
- We prioritize customized solutions tailored to each client's unique circumstances.
- Ongoing portfolio management ensures adaptability to evolving financial landscapes.
- Decades of combined experience in fiduciary financial planning and investment strategy.
Associations and certifications
- CFP
- ChFC
- CLU
- AIF
Services
Retirement Planning
We develop comprehensive retirement plans tailored to individual financial goals and risk tolerance. Our approach considers tax implications, income sources, and lifestyle expectations. With expertise in ERISA-compliant solutions, we help clients navigate complex retirement landscapes while ensuring regulatory compliance and long-term sustainability.
Investment Portfolio Evaluation
Our team conducts thorough portfolio analyses to optimize asset allocation and risk management. We assess performance against benchmarks while maintaining fiduciary standards. Using modern portfolio theory and historical data, we provide actionable recommendations to enhance returns while aligning with client objectives and market conditions.
Estate Planning
We create customized estate plans that minimize tax liabilities and ensure smooth asset transfer. Our strategies incorporate trusts, wills, and insurance solutions while considering family dynamics. We coordinate with legal professionals to implement comprehensive plans that protect client legacies across generations.
Insurance & Risk Management
Our risk assessment process identifies protection gaps in life, health, and disability insurance. We evaluate existing policies against current needs while considering future obligations. Through partnerships with major carriers, we source solutions that balance cost-effectiveness with comprehensive coverage for individuals and businesses.
Employee Benefits
We design retirement and benefit programs that attract talent while meeting regulatory requirements. Our services include 401(k) plan administration, compliance testing, and fiduciary support. We help employers optimize benefits packages to enhance employee satisfaction while maintaining cost control and operational efficiency.
People
Sharon Harrison
Financial Advisor
Chartered Financial Consultant with 25+ years of experience in personalized financial planning. Specializes in helping clients define life goals and create purpose-driven financial strategies. Active community member with leadership roles in civic organizations.
Alan Schauer
Financial Advisor
Certified Financial Planner with 30+ years of experience. Holds multiple advanced designations including CFP, ChFC, and CLU. Combines academic expertise from MIT and Harvard with practical financial advisory experience since 1995.
Questions
What financial planning services do you offer?
We provide retirement planning, investment management, estate planning, insurance analysis, and employee benefits consulting tailored to individual client needs.
How are you different from other financial advisors?
Our independence ensures no proprietary products influence recommendations. We combine advanced certifications with personalized service and a fiduciary commitment to act in clients' best interests.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Consultants (ChFC), and Accredited Investment Fiduciaries (AIF) with decades of combined experience.
How do you work with clients?
We begin with comprehensive needs assessment, develop customized strategies, and provide ongoing portfolio management with regular progress reviews to ensure goals remain on track.
