About This Business

Affinity Financial is a financial services company dedicated to helping individuals achieve their financial goals and live a fulfilling life. With a focus on creating personalized financial plans, Affinity Financial aims to empower its clients to make informed decisions about their money and build a secure financial future. The company's approach is centered around its proprietary programs, Agile LifePath® and RetireMINT®, designed to help clients navigate the complexities of finance and achieve their objectives. Agile LifePath® is tailored to assist individuals in making smart money decisions, growing their wealth, and adapting to life and career changes. On the other hand, RetireMINT® is geared towards helping clients retire at the right time, manage their spending, minimize tax burdens, and ensure their savings last. Affinity Financial's mission is to provide expert guidance and support, allowing clients to focus on their passions and interests rather than getting bogged down in financial jargon. The company prides itself on taking a holistic approach, considering not just the financial aspects but also the emotional and psychological factors that influence financial decisions. By fostering a collaborative and non-judgmental environment, Affinity Financial encourages its clients to dream big and work towards creating a life that is not only financially stable but also personally fulfilling. With its headquarters in Orange, California, Affinity Financial is well-positioned to serve clients across the United States, offering a unique blend of financial expertise and personalized service. Whether you are looking to accelerate your career, plan for retirement, or simply gain better control over your finances, Affinity Financial is committed to helping you achieve your goals and live a life that truly reflects your values and aspirations.