Products & Services

Affinity Wealth Management Group’s open architecture platform provides our clients with thousands of commission, fee-based, cash and money market products manufactured and designed by hundreds of third-party product sponsors.  This wide array of products makes AWMG more nimble and better able to preserve choice, which allows our team members to pursue  both a fee-based service model as well as a commission based brokerage model (or a combination of the two), depending what is appropriate for our client(s).  While other firms are abandoning the brokerage model, we are strengthening it.  We are committed to providing robust, client-centric solutions so that we may always offer the most appropriate and prudent recommendations to our clients.  

Product types include:

Investment Products:

Stocks

Mutual Funds

Offshore Mutual Funds

Non-traded closed end/interval funds

Corporate Bonds

Municipal Bonds

CD’s

Money Market

Exchange Traded Funds (ETF’s)

Unit Investment Trusts (UIT’s)

Non-traded real estate investment trusts (REIT’s)

Non-traded business development companies (BDC’s)

Real Estate Private Placement

Private Equity

Exchange Funds

Fund-of-Funds

Fund-of-Hedge-Funds

Managed Futures (single and multi-manager)

Offshore investment plans

Structured Product Providers

 

Retirement Services:

Traditional IRA

ROTH IRA

529 Plans

401K

403B

SEP IRA

Simple IRA

Individual K (Owner K)

Defined Benefit

 

Insurance Products:

Whole Life

Variable Universal Life (VUL)

Universal Life (UL)

Indexed Universal Life (IUL)

Term Life

Single Premium Life

Key Man Insurance

Golden Parachute Insurance

Split Dollar Insurance

Long Ter Care (LTC)

Disability Insurance (DI)

Loss of Value Insurance (LOV)

Health Insurance

 

Annuity Products:

Fixed Annuities

Fixed Index Annuities

Variable Annuities

Structured Annuities

Single Premium Immediate Annuities (SPIA)

Contact us today for a conversation about your advanced planning needs.