Affinity Wealth Management, Inc. is a firm specializing in Financial Gerontology. We combine our education in Gerontology with our financial expertise to guide you through the life course.
We understand money and aging. The importance of independent expert advice when it comes to issues with your health and finances as you age cannot be overstated.
- Longevity: Living Long – Lifetime Income – Annuities
- Morbidity: Disease and chronic conditions for which there are no cures – Long Term Care
- Mortality: The Risk of Death – Life Insurance
To discuss guardianship, conservatorship, or trustee services, please call for a personal consultation. No fees are ever charged unless agreed in advance.
We are truly independent advisors that put your needs, dreams, and goals above all else! Call (877) 790-2836 or email lmanning@affinity-wealth.com to get started today!