Broker Check

Jonathan W. Affe

Wealth Advisor

How We Can Help

It is hard to pursue goals, let alone reach them, if you don’t have a strategy in place. And with ever-changing market shifts and changes in lifestyle and needs, it is important that you proactively monitor your strategies and adjust as life or economic changes dictate. This can prove difficult without thorough knowledge of the markets and available investment opportunities.

Our mission is to help clients identify appropriate financial goals and develop a strategy aligned with their needs and situation. We understand that each client’s needs and goals are unique and, as a result, we are committed to creating comprehensive investment and financial strategies that fit the client’s circumstances and can grow with them over the years.

Whatever a client’s concern, we can help answer questions they may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • Are my investments working hard enough?
  • Can I afford to send my child to college?
  • How can I better protect my business?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance?
  • How can I stretch my Social Security?
  • Should I consider long-term care insurance?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) or IRA?

Our goal is to help clients develop a financial roadmap and feel confident with their investment strategy. By offering education and guidance from an experienced team, we seek to help clients pursue financial independence.