Affinity Wealth Solutions

We are an independent financial planning firm specializing in wealth management, retirement income strategies, and comprehensive financial planning.

We understand that each client’s goals, ambitions, and dreams for their future make them unique. We partner with clients to educate and explain investment options available to meet their needs. When it comes to investing there is no one size fits all. That is why we strive to bring clarity and accountability to clients’ investment life while easing their stress and anxiety about investing.

• Investments: Personalized Asset Management Solutions, Mutual Funds, Stocks, ETFs, UITs, Annuities, & Alternative options
• Planning: Retirement Income Distribution Planning, Guaranteed Lifetime Income, Legacy Planning, College Funding.
• Business Planning: Retirement Solutions (401(k), SIMPLE, SEP, Group Health, Group Life, Disability, Dental
• Protection: Life Insurance (Term, Universal, Variable Universal, Universal with Benefits)

214 N. Fourth Ave, Ann Arbor, MI 48104 1010 S. Main St. Chelsea, MI 48118 7101 Dexter-Ann Arbor Rd. Dexter, MI 48130