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 that seek 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 work towards financial independence.

Contact an Affinity Financial Advisor

1Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured - Not Credit Union Guaranteed - May Lose Value. Affinity Federal Credit Union and Affinity Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL Financial does not provide tax or legal advice.

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.