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Affinity Capital

       

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

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  3. Retirement Planning

Retirement Planning

Planning for retirement is the most important aspect of our Wealth Management for Life philosophy. Working on a dynamic plan to prepare for retirement - and beyond- brings a great deal of security and satisfaction to clients.  It is multi-faceted and involves a detailed review of portfolios, risk, plans for post retirement as well as evaluating social security benefits.

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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