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      Affinity Asset Management

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      Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planning Consultants

      13220 Metcalf Ave Ste 220, Overland Park, KS 66213

      913-381-4800

      OPEN NOW: 
      Today: 7:30 am - 5:30 pm
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      DETAILS
      General Info
      Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do-taxes. At Affinity, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans (401ks or IRAs) then your income at retirement time is taxable. Our attention to critical tax strategies helps our clients prepare to have some money tax free at retirement time thus further protecting more of what theyve earned for a lifetime and beyond.
      Extra Phones

      Fax: 913-381-4804

      Hours
      Regular Hours
      Mon - Thu:
      Categories
      Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Retirement Planning Services
      Payment Options
      AKA

      Affinity Asset Management, LLC

      Other Links

      http://www.affinityasset.com

      https://www.affinityasset.com

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