Insurance & Wealth Planning






With over 50 years experience, The Affinitas Group, LP. provides insurance services and wealth planning support for both businesses and individuals. 

Whether itís life insurance for family protection and estate planning or cover for business succession and keyman purposes, we work with you to provide the strategy that addresses your specific needs. 

We specialize not only in Wealth Preservation, but in Wealth Creation, in areas such as tax planning and charitable giving.  There is no other financial product that offers the advantages of life insurance, and we approach it not as a transaction, but as a solution





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      The information presented on our website is for informational purposes only and should not be construed as an offer, or solicitation of an offer,

      to buy or sell securities, investments, insurance or services, either generally or in any jurisdiction where the offer or sale is not permitted