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Affinity Wealth Management Group Logo

Affinity Wealth Management Group

📍 
720 Summit Blvd, Frisco, CO 80443
affinitytucson.com
✅ CityLocal Exchange Trusted Business

Affinity Wealth Management offers a range of services to help clients achieve their financial goals. Some of the services they provide include foundation and endowment guidance, comprehensive financial planning, investment consulting, advanced investment analytics, alternative investments, trust services, engagement with boards and committees, ESG screening, portfolio management, retirement strategies, risk management, estate strategies, life insurance solutions, services for high-net-worth and ultra-high-net-worth individuals, extended care planning strategies, education strategies for funding children's education expenses, Social Security strategies for retirement planning, small business ownership guidance, cash flow analysis for informed financial decisions, charitable giving and legacy planning assistance, special needs trusts for individuals with disabilities, debt management plans to achieve financial freedom, and personalized financial education sessions. Their team is dedicated to providing personalized solutions tailored to each client's needs. For more information about their services or to get in touch with Affinity Wealth Management in Tucson, Arizona.