Everyone deserves a financial accountability partner.
At Affinity Insurance Partners (AIP), we understand that your financial future is personal and unique. We believe in building strong, lasting relationships with our clients to collaboratively craft a customized financial plan that aligns with your individual goals and aspirations.
Our Vision
Our vision is to empower individuals to achieve financial clarity and confidence through personalized guidance and unwavering support. We envision a future where every client feels empowered to navigate their financial landscape with purpose and security.
Who We Are
AIP comprises a group of experienced and passionate financial professionals who are dedicated to providing holistic financial guidance. Our team comprises licensed advisors with diverse expertise in areas such as financial planning, wealth management, and estate planning. We leverage our collective knowledge to offer a comprehensive and personalized financial experience.
What Sets Us Apart
Our client-centric approach sets us apart. We prioritize open communication, transparency, and proactive collaboration to ensure that you are fully involved in every step of the process. We believe in building genuine partnerships with our clients and serving as their trusted financial accountability partners.
Our Services
We offer a comprehensive range of financial services designed to address your unique needs, including:
Financial Planning
- Goal-setting and roadmap creation
- Cash flow and budgeting strategies
- Investment and portfolio optimization
- Retirement planning and analysis
- Estate planning and trust creation
Wealth Management
- Comprehensive portfolio analysis and management
- Investment review and recommendations
- Tax optimization strategies
- Review of insurance coverage
Estate Planning
- Will drafting and review
- Power of attorney establishment
- Trust creation and management
- Advanced planning strategies
Dedicated Support
- Personalized client service and communication
- Online account access for convenient tracking and management
- Regular review and adjustment of your financial plan to ensure its effectiveness over time
Product and Services
We partner with leading industry providers to deliver a diverse range of financial products and services, including:
- Retirement plans and IRAs
- Mutual funds and ETFs
- Life insurance and annuities
- Estate planning documents and trusts
Join us on your journey to financial clarity and security!
Responsiveness and Professionalism
The reviews highlight Scott Geiger's exceptional responsiveness, professionalism, and attention to his clients. He is quick to respond to phone calls and stays on top of policy changes that may be necessary due to changes in his clients' lives.
Expertise and Personalized Service
The reviewers praise Scott's expertise in the insurance industry, his willingness to explain coverage options, and his ability to suggest personalized solutions. He takes the time to listen to his clients' needs and only offers suggestions that are relevant to their situations.
Cost-Effective Solutions
Scott is also commended for finding cost-competitive policies that meet his clients' needs. He is able to bundle policies to maximize savings, making him a valuable resource for those seeking insurance solutions.
High Recommendations
Overall, the reviewers highly recommend Scott Geiger and the Affinity Insurance Partners team for their exceptional service, expertise, and professionalism.
