Schauer Financl

At Affinity Wealth Advisors, we prioritize personalized financial planning and ongoing guidance to empower you to achieve your life goals. Our team of experienced professionals has honed their skills over decades, building a framework that transcends traditional financial models. We believe in open communication, customized strategies, and building strong relationships with our clients.

Our Vision

Our vision is to empower individuals and families to achieve financial clarity and pursue their dreams with confidence. We strive to be your trusted partner in navigating the complexities of wealth planning, ensuring your financial security aligns with your individual aspirations.

Our Expertise

We offer a comprehensive range of services tailored to your unique needs, including:

Retirement Planning

• Comprehensive analysis and optimization of your retirement accounts
• Tailored strategies for maximizing retirement savings and withdrawals
• Guidance on navigating complex regulations and market fluctuations

Investment Portfolio Evaluation

• Review and analysis of your current investments portfolio
• Development of personalized goals and objectives
• Strategies for diversification and risk management

Education & Funding

• Financial planning for children's education expenses
• Strategies for securing your future through savings and investments
• Affordable plans for achieving your financial goals

Employee Benefits Planning

• Consulting on employee benefit plans for businesses
• Assistance with enrollment, administration, and cost-reduction strategies
• Strategies for improving employee retention and attracting top talent

Estate Planning & Insurance

• Comprehensive review of your estate plan and insurance coverage
• Development of customized plans for wealth preservation and risk management
• Guidance on navigating complex legal and financial regulations

Our Approach

We believe financial planning is an ongoing process, not a one-time event. We work in close collaboration with you, listening carefully to your dreams and goals to create a personalized roadmap for achieving them. As your life evolves, we will adapt and refine your plan with ongoing reviews, adjustments, and proactive guidance.

Why Choose Affinity Wealth Advisors?

• Experienced professionals: Our team has decades of experience in the financial planning industry.
• Personalized attention: We tailor our strategies to your unique circumstances and goals.
• Open communication: We believe in clear and transparent communication with our clients.
• Client-centric approach: We work in your best interests, prioritizing your needs and goals.