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  4. Affinity Asset Management

Affinity Asset Management

(on metcalf ave)
Financial and Investment Services in Overland Park, KS
Financial and Investment Services

Contact Us

Make a call
913-381-4800

Website

Hours

Monday
7:30AM - 5:30PM
Tuesday
7:30AM - 5:30PM
Wednesday
7:30AM - 5:30PM
Thursday
7:30AM - 5:30PM
Friday
Closed
Saturday
Closed
Sunday
Closed

Location

13220 Metcalf Ave
Overland Park, KS
66213

About

Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do-taxes. At Affinity, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals – even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans (401ks or IRA’s) then your income at retirement time is taxable. Our attention to critical tax strategies helps our clients prepare to have some money tax free at retirement time thus further protecting more of what they’ve earned for a lifetime and beyond.

Photos

Affinity Asset Management Photo Affinity Asset Management Photo Affinity Asset Management Photo

Services

  • Retirement Income Planning
  • Tax Planning
  • Long-Term Care Planning
  • Wealth Management
  • Estate Planning
  • Social Security Planning
  • Risk Management
  • IRAs
  • 401(k)

Latest

Long Term Care strategies! WED, SEP 30 AT 8:00 AM CDT "Are You Prepared for Long Term Care?"
The market has picked up with level of intensity of ups and downs as we predicted it would as we get closer to debates. Details today on our website... AFFINITYASSET.COM Affinity "Mark" et Minute - September 21, 2020
COVID update WED, SEP 23 Do Masks Work? "All Things COVID"
Here's what's new in the market this week... AFFINITYASSET.COM Affinity "Mark" et Minute - September 9, 2020
Join us for our next Community Cafe on September 9th @ 8:00am WED, SEP 9 "Banking Through Uncertainty During COVID-19"
Here's what's new this week... AFFINITYASSET.COM Affinity "Mark" et Minute - August 31, 2020
Stimulus checks, Covid disruptions, market volatility, and a market recap are all on tap for this week. AFFINITYASSET.COM Affinity "Mark" et Minute - October 5, 2020
Important topic FINANCIAL PLANNER Affinity Asset Management - Events
WED, OCT 7 "The Market During an Election Year"
How the Market reacts during election time. What to expect if President Trump wins, and what to expect if Biden wins. WED, OCT 7 "The Market During an Election Year"
WED, OCT 7 "The Market During an Election Year"
Perfect timing for this discussion. FINANCIAL PLANNER Affinity Asset Management - Events
FINANCIAL PLANNER Affinity Asset Management - Events
Here's what's new in the market... AFFINITYASSET.COM Affinity "Mark" et Minute - October 26, 2020
WED, OCT 28 "How Has COVID Affected Your Office/Team"
Here's what's new this week! AFFINITYASSET.COM Affinity "Mark" et Minute - October 19, 2020
Please join us for our next Community Cafe FINANCIAL PLANNER Affinity Asset Management - Events
Here's what's new this week... AFFINITYASSET.COM Affinity "Mark" et Minute - October 12, 2020
MESSENGER Affinity Asset Management updated their info in the about section.
Affinity Asset Management November 5 at 5:20 PM · Fun day behind the scenes of Mark's promo video for Creative One.
Well, despite the "suspense" of the election, there is other news happening. Visit our website today for details... AFFINITYASSET.COM Affinity "Mark" et Minute - November 2, 2020
Fun day behind the scenes of Mark's promo video for Creative One.
FINANCIAL PLANNER Affinity Asset Management - Events
The Dow, NASDAQ, and S&P 500 have all made modest gains this week and we provide an inside look at the numbers in our most recent update. AFFINITYASSET.COM Affinity "Mark" et Minute - February 9, 2021
We're sure you heard of the market manipulation that occurred last week. It has resulted in quite a bit of volatility in the past few days. We've got more on the story and a market overview on our website today. AFFINITYASSET.COM Affinity "Mark" et Minute - February 3, 2021
Stocks surge on word of a potentially larger stimulus package. We've got the details in this week's update. AFFINITYASSET.COM Affinity "Mark" et Minute - January 19, 2021
Small Caps are thriving! We'll tell you all about it in this week's update. AFFINITYASSET.COM Affinity "Mark" et Minute - January 12, 2021
Our first Market Update of the new year! AFFINITYASSET.COM Affinity "Mark" et Minute - January 5, 2021
Our final market update for 2020. Happy New Year! AFFINITYASSET.COM Affinity "Mark" et Minute - December 29, 2020

Information

Company name
Affinity Asset Management
Category
Financial and Investment Services
Est
1998

FAQs

  • What is the phone number for Affinity Asset Management in Overland Park KS?
    You can reach them at: 913-381-4800. It’s best to call Affinity Asset Management during business hours.
  • What is the address for Affinity Asset Management on metcalf ave in Overland Park?
    Affinity Asset Management is located at this address: 13220 Metcalf Ave Overland Park, KS 66213.
  • What are Affinity Asset Management(Overland Park, KS) store hours?
    Affinity Asset Management store hours are as follows: Mon-Thu: 7:30AM - 5:30PM, Fri-Sun: Closed.

Nearby

Edward Jones - Financial Advisor: Chad A Barrick, CFP®|AAMS®
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ChangePath Advisors
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Wells Fargo Advisors
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Sue Jackson - Ameriprise Financial Services, Inc.
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Babler & Associates - Ameriprise Financial Services, Inc.
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