Company profile
Affinity Planning Partners
"Your legacy is our affinity"
- Industry
- Financial Services
- Employees
- 2
- Headquarters
- Peachtree City, Georgia
- LinkedIn followers
- 124
- Office locations
- 1
Affinity Planning Partners company summary
Affinity Planning Partners is a company in the Financial Services industry, headquartered in Peachtree City, Georgia. On LinkedIn the company has around 2 employees and 124 followers. Its listed specialties include financial planning, financial consulting, financial services, business planning, retirement planning.
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About Affinity Planning Partners
We collaborate with our clients across America within their financial consulting to promote financial wellness and confidence throughout their financial planning and wealth management. We have 17 years of financial consulting and planning expertise and offer Fee-Based Financial Planning. Our founder firmly believe everyone deserves a well architected financial plan that they feel confident about and can continue to execute, with a partner by their side. We consult with each of our clients on an individual basis encompassing all areas of their life. Creating financial strategies that are important, sustainable and meaningful. In partnering with us, each client has the confidence to employ their individual strategies within their own financial model and a personal guide to help them, for a long-term partnership to their financial and life success. In encompassing a holistic approach to your financial model we bring additional insights and resources for your financial consulting and financial planning. It is routine for our clients to have access to property & casualty specialists, estate planning attorneys, business attorneys, CPA's, CFP® professionals, bookkeeping and payroll services. Including additional niche partners needed for personal or business planning. We do this by way of qualified introduction and do not take referral fees from those resources. Our goal is for you to have access to the best resources to help guide you in collaboration with our financial planning we comprehensively conduct. Partner with us to help you create a financial life and plan by design, rather than by default! We are ready when you are! Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com Affinity Planning Partners and the above firms are independent and non-affiliated.
Specialties
Where is Affinity Planning Partners located?
Affinity Planning Partners lists 1 location.
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Frequently asked questions about Affinity Planning Partners
What does Affinity Planning Partners do?
We collaborate with our clients across America within their financial consulting to promote financial wellness and confidence throughout their financial planning and wealth management. We have 17 years of financial consulting and planning expertise and offer Fee-Based Financial Planning. Our founder firmly believe everyone deserves a well architected financial plan that they feel confident about and can continue to execute, with a partner by their side. We consult with each of our clients on an individual basis encompassing all areas of their life. Creating financial strategies that are important, sustainable and meaningful. In partnering with us, each client has the confidence to employ their individual strategies within their own financial model and a personal guide to help them, for a long-term partnership to their financial and life success. In encompassing a holistic approach to your financial model we bring additional insights and resources for your financial consulting and financial planning. It is routine for our clients to have access to property & casualty specialists, estate planning attorneys, business attorneys, CPA's, CFP® professionals, bookkeeping and payroll services. Including additional niche partners needed for personal or business planning. We do this by way of qualified introduction and do not take referral fees from those resources. Our goal is for you to have access to the best resources to help guide you in collaboration with our financial planning we comprehensively conduct. Partner with us to help you create a financial life and plan by design, rather than by default! We are ready when you are! Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com Affinity Planning Partners and the above firms are independent and non-affiliated.
How many employees does Affinity Planning Partners have?
Affinity Planning Partners has around 2 employees on LinkedIn.
Where is Affinity Planning Partners headquartered?
Affinity Planning Partners is headquartered in Peachtree City, Georgia.
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