Affinity Advisors’ mission is to serve our clients in all areas of their financial needs including asset protection, tax planning and investments. We call this “Complete Benefits of Ownership” or C.B.O. Our primary focus is helping clients to protect assets, qualify for state & federal benefits and preserve investment funds with guaranteed* growth and income. 

Affinity Advisors’ mission is to serve our clients in all areas of their financial needs including asset protection, tax planning and investments. We call this “Complete Benefits of Ownership” or C.B.O. Our primary focus is helping clients to protect assets, qualify for state & federal benefits and preserve investment funds with guaranteed* growth and income. 

Robert is a Certified Retirement Financial Advisor. He currently holds his Life and Health Insurance License, Property and Casualty Insurance License, and Viatical Settlement Brokers License. Robert has also completed course work for the Series 65 License and is working toward his Charted Financial Consultant Designation. Additionally Robert has completed course work in Retirement Planning, Social Security and Medicare, Ohio Long Term Care, Long Term Care Needs and Solutions, Programs Policies and Partnerships, Enhanced Ethics with Fair Credit, NAIC, Suitability in Annuity Transactions Model Regulations, and Retirement Income Planning.

To schedule a time to discuss your financial future contact our office manager at info@affinityadvisorynetwork.com or call us at 888-720-0360 today!