AdobeStock_294443577.jpeg

Comprehensive Financial Services Tailored to Life’s Milestones

Goal-Based Financial Planning

Your first step on the journey to a sound financial plan starts by clearly defining goals for your life. 

 

  • What do you hope to achieve? 

  • What does a successful retirement look like? 

  • What meaningful legacy do you want to leave behind? 

  • How will you get there?

By working together to help find the answers to these questions and pinpoint your ideal destination, we’ll build the right path toward your financial and life goals.

 

If you’re searching for an independent alternative to the big banks and financial institutions, we’re committed to providing robust research, industry-leading technology and renowned support for all your financial needs. Meet with us and discover our fully transparent approach to finance that puts you first.

Tiered Levels of Service to Suit Your Needs

We make quality financial planning services available (and affordable) to you, no matter your stage of life. 

 

Working hand-in-hand with you – and, if needed, your other professional advisors – we’ll help you select the level of service that best suits your family’s needs. 

Financial Freedom Program:

Income & Supplemental Income 

As one of our most discerning clients, you’ll enjoy the full suite of services available in the Financial Freedom Program. With a true concierge level of service and a 360° approach to every facet of your financial life, you’ll receive the benefits of every service we offer.  

Wealth Management Program:

Accumulation & Preservation

As your wealth grows throughout your prime earning years, it’s important that your financial planning and wealth management strategies grow alongside it. Building and preserving your hard-earned legacy is crucial, but it doesn’t have to be expensive. 

Foundation Program:

Growth & Savings

If you’re a younger investor, enjoy the benefits of our most affordable program to begin making prudent financial decisions early in your career. These select services will help you sow the seeds of good financial stewardship and responsible investing so you can reap future benefits.   

"A goal without a plan is just a wish."

– Antoine de Saint-Exupéry

Let’s connect and explore how we can help you build a confident Financial Future.

Affinity Wealth Partners • 417.520.3275 • 2664 East Kearney St | Springfield, MO 65803

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Affinity Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

 

Riskalyze is an independent third party service provider and is not affiliated with Raymond James.

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

broker_check.png