Personal Solutions : Affinity Financial Group

Personal Solutions

Affinity Financial Group provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Life Insurance

Wealth Management
and Retirement Planning

Financial Planning

Estate Planning

Asset Protection

Charitable Planning

Investment
Management

Disability and Extended
Care Needs

401(k) and IRA Rollovers

Before rolling over the proceeds of your retirement plan to an Individual Retirement Account (IRA) or annuity, consider whether you would benefit from other possible options such as leaving the funds in your existing plan or transferring them into a new employer’s plan. You should consider the specific terms and rules that relate to each option including: the available investment options, applicable fees and expenses, the services offered, the withdrawal options, the potential flexibility around taking IRS required minimum distributions from the option, tax consequences of withdrawals and of removing shares of employer stock from your plan, possible protection from creditors and legal judgments and your unique situation. Neither Affinity Financial Group nor its advisors provide tax or legal advice. Consult your own tax and or legal advisors regarding your particular situation.