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Retirement Planning

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

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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 have the potential to enjoy the type of financial independence that enables you to do just that. Affinity Investment Services representatives can help you prepare to:

  • Understand your investment alternatives
  • Manage disbursements and transfers
  • Review tax ramifications
  • Schedule your complimentary consultation today and start planning for tomorrow

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Retirement Plan Options

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

  • Individual Retirement Accounts (IRAs) & IRA Rollover Services
  • IRA Plans for Small Businesses
  • Defined Benefit Pension Plans
  • 401(k)/Defined Contribution Plans
  • 403(b) Plans
  • 457 Plans

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