Investment Services

Business Investment Services

From planning for your business' future to 401(k) plans for your employees, our licensed, professional Financial Advisors are here to help.

Business Investment Plans / Financial Planning

• 401(k) Plans
• 403(b) Plans
• Review of existing 401(k) Plans Expenses/Investments
• SEP IRA
• Money Purchase Plans
• Profit Sharing Plans
• Defined Benefit Plans
• ESOP
• Section 79 Plans
• Flexible Spending Accounts
• 412(i) Plans
• Estate Planning
• Business Succession Planning
• Asset Protection
• Accounts Receivable Asset Protection
• Premium Financing

Small Business Financial Library

Get Started

For more information, contact an Affinity Financial Advisor online today or call 800-325-0808.

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