Affinity Asset Management

Tel: 913-381-4800
13220 Metcalf Ave
Overland Park, Kansas  66213
Affinity Asset Management | Financial Advisor in Overland Park,Kansas

About Affinity Asset Management

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.

General Information

Year Established:   1998
Services:   Retirement Income Planning, Tax Planning, Long-Term Care Planning, Wealth Management, Estate Planning, Social Security Planning, Risk Management, IRAs, 401(k)

Office Hours

Monday   07:30 AM - 05:30 PM
Tuesday   07:30 AM - 05:30 PM
Wednesday   07:30 AM - 05:30 PM
Thursday   07:30 AM - 05:30 PM

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