Financial Planning

Build the foundation of your financial future.

Develop Your Personal Financial Plan

A well thought out financial plan is the foundation for financial success. No matter what stage of life you are in, Affinity Investment Services1 can help you to develop a plan that is aligned with your life goals.

Our Financial Advisors will work with you to develop strategies for:

  • Investment planning & diversification
  • Portfolio management & review
  • Retirement & estate planning
  • Education planning & gifting to children
  • Insurance strategies to protect you and your family

Working with an investment professional enables you to pursue your goals with confidence. In the increasingly complex world of investing, professional advice can help you achieve financial independence.

Contact an Affinity Financial Advisor

1 Affinity Investment Services Financial Advisors are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Affinity Federal Credit Union, Affinity Investment Services, or other entities named. Products offered are: • Not insured by the NCUA • not a deposit or other obligation of or guaranteed by any credit union • subject to risks including the possible loss of principal amount invested.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. INVEST does not offer tax or legal advice.

INVEST Financial Corporation's Privacy Policy

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.