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Affinity Capital

       

  • Houston: 713-238-6730
  • San Antonio: 210-320-8672

Affinity Capital

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  3. Young Investors

Young Investors

Assisting our younger clients with financial and investment planning is a great source of satisfaction for us, providing them the knowledge and discipline to reach goals.  That may be saving for a large purchase like a first home, discussing budgets and savings plans. Talk is centered around the challenges facing young people today. Sometimes it is finding the resources necessary to begin a new business. We discuss options available in company retirement plans and how to invest for the future. Whether you call yourself a Millennial, Gen X or Y , Z or C we want to help with a hands on approach to your finances!

Services

  • Wealth Management
  • Portfolio Management
  • Retirement Planning
  • Elder Care
  • Young Investors

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Houston

  • 4203 Yoakum Boulevard, Suite 270, Houston, Texas 77006
  • Phone: 713-238-6730

San Antonio

  • 7201 Broadway, Suite 301, San Antonio, Texas 78209
  • Phone: 210-320-8672

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