llawrence@gradientsecurities.com | 334.819.7001
Affinity Partners is an independent Registered Investment Advisor, overseeing and coordinating finances in Montgomery, Alabama and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors. While many investors aren't even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.
We feel that information is power in today's difficult financial world. We strive to focus on our clients' education. As a fee based advisory firm, we charge our clients a fee instead of earning commission to help ensure that the appropriate products are chosen based on the client's best interest and not based on the commission generated.
We offer our prospective clients a complimentary, no obligation RISK ASSESMENT where we provide third party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.
*2006 U.S. Investor Perception Study. Commissioned by TD AMERITRADE.
8128 Old Federal Road
Montgomery, AL 36117
Phone: 334.819.7001
Email: llawrence@gradientsecurities.com
Retirement Seminar
Estate Planning
Tax Strategies
Financial Management
Copyright © 2012 Affinity Partners | All Right Reserved.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Affinity Partners and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Gradient Advisors, LLC a Registered Investment Advisor. Insurance products and services are offered through Affinity Partners. Affinity Partners and Gradient Advisors, LLC are not affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Alabama or where otherwise legally permitted. Richard Kirk is licensed to sell insurance in the following states: IL, MO; and is registered to offer investment advice in the following states: IL.
