Affinity Financial Solutions, LLC
AFS was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
As a privately held firm, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.
Our firm can help you achieve your personal goals and life objectives through a strategy based on your values. We are committed to maximizing your wealth by fully integrating the financial, emotional, physical and spiritual realms of your life.
AFS believes in flexibility. We will cover a wide range of investments before creating the portfolio we feel is best suited to your individual financial objectives. These may include debt consolidation, retirement accumulation and distribution planning, providing for a child’s education, reducing tax burdens, estate and trust planning, IRA rollovers, 401K management and advisory investment analysis, as well as analysis of insurance needs. We can also provide a second opinion on current financial planning and investments.
We are dedicated to providing comprehensive service to our clientele and to empowering our clients to succeed.
My career began in business development working with 3 major corporations. After twenty plus years, I decided it was time for a career change. I accepted a lead position in my parent’s Investment Advisory Firm as a Registered Investment Advisor. Upon their retirement, I formed an Investment Advisory Firm, Affinity Financial Solutions, LLC to continue on in the field of investment and retirement planning.
I’m a Registered Investment Advisor Representative with licenses 6, 63, and 65 securities as well as life insurance and annuities licenses.
While assisting numerous clients with their investment and retirement goals, I found that a major concern for many parents was determining the method they would use to pay for college and still effectively address other major planning issues like retirement funding. Also, I had watched as my five sisters, parents of nine boys and two girls struggled with the amount of labor and research the college planning process entails. This enabled me to witness a largely unfulfilled demand for assistance in navigating the course of planning for college admission.
These facts became the catalyst for launching Advanced College Funding Solutions (ACFS) years ago. My knowledge and work experience in the finance industry coupled with my knowledge of college planning and funding has succeeded in relieving much stress for parents and students.
As Managing Member of both companies, I aim to provide clients with resolutions to issues relating to retirement planning, insurance, investments, college planning, estate planning, etc.
I’m originally from Trumbull, CT but live in Monroe, CT with my husband, Mark.
In addition to founding and managing two businesses aimed at creating solutions to help families with the college process and investors attain and maintain financial security, I’m the President of A Gift of Life, The Heart and Lung Transplant Support Group, and professionally manage their Investment Accounts. A Gift of Life organization helps provide temporary financial assistance to past and future organ transplant recipients. This organization is particularly dear to me, as my father was one of the founding members. He received a heart transplant in 1991 and survived 25 years. My passion for helping people shines through in my chosen line of work by positively impacting others’ lives. It would be my pleasure to assist you and your family with your financial challenges.