Affluence Financial Group
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Affluence Financial Group
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Comprehensive Financial Planning and Strategies for Generations to Come

Our #1 Priority:
IS YOU

97% of family owned businesses do not make it to the 3rd Generation¹ – We want to change that. Our inclusive and comprehensive team-based approach allows us to provide holistic planning and strategies tailored to meet the specific goals and needs for each and every client.

₁Source: http://www.fa-mag.com/news/why-wealth-disappears-8227.html

We Believe We Are The Help You Need to

Move Towards Your Financial Goals

After all, finances are complicated, but they don’t have to be. That’s why we strive to simplify the process through offering our refined, client-first approach through 7 key steps:

 
 
 
 
 
 
 
 
 

Meet eMoney

 

Financial planning serves as the foundation for comprehensive wealth management service. eMoney helps align your short and long term goals as well as scale your planning to:

  • Meet your Evolving Needs

  • Monitor and Manage

  • Client-centric Tools Built In

 
 
 
 
 

Our Services