Smiling Employee
Orange Leaf Icon

Estate Planning

Estate planning provides a comprehensive approach to structuring your personal and financial affairs so that upon death, your assets are distributed according to your wishes. We know this can be a difficult topic for some, but we are here to support you in developing an estate plan that brings you peace of mind.
With our thoughtful guidance, we’ll take the time to share strategies and craft a personalized plan to make arrangements to transfer your wealth, retain more of your assets and ultimately help you leave a legacy you can feel proud of.

Why Choose Affinity?

We’re making financial planning accessible to all people in all stages of life. Let’s take the journey together.

Our Team Our expert advisors are a valuable resource in helping you navigate the complexities of estate planning to ensure your wishes are carried out effectively. You can have peace of mind knowing you have a well-structured plan in place.
Meet the Team
Smiling Employees
Smiling Employee
Smiling Employee
Area Separator
Orange Chat Logo

We’re invested in your future

Connect with one of our experts to start planning your future today!

Book an Appointment
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.