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Retirement Planning

We give advice based on what's best for your retirement, not our own.

Live for Today - Plan for Tomorrow

Most people think of retirement as a time to enjoy family and friends, travel the world, and do the things that make you happy. With proper planning and careful management, you can enjoy the type of financial security that enables you to do just that. Affinity Investment Services1 can help you prepare to:

  • Understand your investment options
  • Manage disbursements and transfers
  • Review tax ramifications

Schedule your complimentary consultation today and start planning for tomorrow!

Contact an Affinity Financial Advisor

Retirement Plan Options

Choose from a variety of retirement plan options, for your personal and business needs, including:

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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.