Affluence Financial Group
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Comprehensive Financial Planning for Generations to Come


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Our #1 Priority:
IS YOU

97% of family owned businesses do not make it to the 3rd Generation¹ – We want to change that. Our inclusive and comprehensive team-based approach allows us to provide holistic planning tailored to meet the specific goals and needs for each and every client.

₁Source: http://www.fa-mag.com/news/why-wealth-disappears-8227.html

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We Believe That With the Right Help

Anything is Possible

After all, finances are complicated, but they don’t have to be. That’s why we strive to simplify the process through offering our refined, client-first approach through 7 key steps:

 
 
 
 
 
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Meet eMoney


 

Financial planning serves as the foundation for comprehensive wealth management service. eMoney helps align your short and long term goals as well as scale your planning to:

  • Meet your Evolving Needs

  • Monitor and Manage

  • Client-centric Tools Built In

 
 
 
 
 

Our Services