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Insurance Strategies

Protecting and preserving what you've worked to accumulate is a primary objective for most successful people.  Separately from a “Total Wealth Management” relationship with our firm,  you can engage our firm to assist you in a singular focus analysis of your risk management portfolio. 

Fiduciary financial advisor in Canton OH

We can help you answer

  • What type and how much life insurance is needed to help reach your goals? 

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  • How can we lessen the income consequences should you become disabled? 

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  • What wealth transfer strategies can we implement today to lower your current tax liability while also making sure your wealth is transferred to your family or a charity according to your wishes? 

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  • Do tax-advantaged insured investment strategies make sense for your specific situation? 

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  • What can we do to help preserve your wealth from income and estate taxation? 

Dentist Appointment
Insurance Agent

Solutions we implement

The Affinity Group is your trusted financial adviser in Canton OH.  

  • Asset and income protection strategies 

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  • Analysis of insurance companies, including product evaluation 

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  • Long-term care insurance expense mitigation and product selection 

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  • Needs analysis and strategies for all types of life and group insurance as well as disability and long-term care insurance 

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  • Wealth transfer, charitable giving and estate tax reduction strategies 

Watch this Short Video of Financial Advisor Scott Lowe talking about the importance of incorporating insurance into your financial plan...

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