The Affinity Group

"I have been with Scott at Affinity for almost 15 years. He has been a very capable guide for our family's financial planning. The outcome of our conversations has resulted in a steady path toward retirement and a stable, intentional development of our financial portfolio. Scott has very literally been a godsend and a game changer for my wife and I!"

"Scott Lowe and his staff do a great job in managing our account and personal finances! We are kept informed and Scott, or someone from his staff, are always available to answer any questions we may have. Great service by all! We have been using The Affinity Group for more than 10 years and are extremely satisfied with their dedication & service!"

"I’m so glad a friend of mine referred me to the Affinity Group. I had a very good financial planner for many years, but I always felt there was something that could be better. I think I found that here at the Affinity Group as they are well rounded in all aspects of your financial responsibilities; including investments, real estate insurance wills trust and anything else. They are a fiduciary agent they are responsible to you and are not aligned with a particular company. Therefore, they can offer the best the world has to offer. We meet twice a year, but they are available every day. They take a very comprehensive look at your needs and spending that I doubt you’ll find other financial planners doing. I was able to retire at 61 with confidence due to the in-depth planning affinity group offers. I think you would enjoy meeting with them and learning a few things, even if you wouldn’t choose to use them however, if you do, I think you’ll be very satisfied."

"I'm a single woman after 38 years of marriage. My husband always took care of the long term planning of our retirement. He did a great job. But here I am divorced, and not a clue on how to handle my stocks. Scott sat with me patiently for several hours to plan my future. He handled everything and put things in the simplest terms for me to understand. Not only my stock but every aspect of my life and financial care. I was so relieved to have someone that was a professional make sure I was going in the right direction. From stocks, to insurance, to car payment to every day living. I was relieved to realize I was doing most things correct. And he keeps me on track. Thank you Scott, and your wonderful team!!! I feel lucky to have found you, and gladly recommend the Affinity Group to anyone who has interest in making sure they are on the right path!!!"

"My wife and I have been with Scott and the team for more than 15 years. The benefits of our collaboration have grown in sophistication and scope as their business has expanded, all the while maintaining a strong personal touch. All aspects of our financial and wealth activities are considered with each passing year, consistent with our personal goals. The Affinity Group has guided us through investments, home financing, college expenses, estate planning, tax strategies and retirement. They truly want their clients to succeed. We value this relationship and have recommend TAG to others."