llawrence@gradientsecurities.com | 334.819.7001
Affinity Partners is a full service, retirement planning company serving Montgomery, Alabama and surrounding communities. Affinity Partners provides retirement and estate planning to families nearing or already enjoying retirement. Our mission is to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at Affinity Partners.
After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals -- and create a retirement plan that is unique to your situation.
Lee Lawrence graduated from Olivet University where he earned his Bachelor of Arts degree in English with a concentration in Literature and Journalism. Upon graduation he immediately entered the United States Army and served as an Officer and Attack Helicopter pilot in Vietnam. During his twenty plus year career he saw service in Vietnam, Germany, Korea, Panama, and Saudi Arabia. He retired highly decorated and having reached the rank of Lt. Colonel.
Lee began his Financial Services career in 1980 and from 1981 thru 1998 obtained his FINRA series 6, 7, 66 and 24 registrations. From 1986 he supervised a multi-state area for one of the nation's largest group qualified plans, which consisted of over 100 public sector entities and more than $500,000,000 in assets under management. During the 15 years he supervised this program, he was responsible for plan design, administration, marketing, recruiting and training in several states. His dry humor, diverse experience, and contrarian philosophy have made him a favorite motivational, keynote and seminar speaker.
With over twenty years invested in the financial services industry, embracing both group and private clients, the economics, needs, and demographics of today's investor challenged Lee to leave the corporate arena and become an Independent Advisor to better meet the financial objectives of his clients.
Recent market conditions, regulation changes, and product designs have offered even more challenges to Lee and his desire to stay on the cutting edge of financial services and the ability to serve his clients. As a result, in 2005 Lee and a colleague, Al Westbrook formed a partnership to implement new and innovative concepts in financial planning.
Al Westbrook earned his Bachelor of Science degree in Education from Auburn University and his Masters and Ed Specialist degrees in Education Administration and Supervision from Georgia State University. His career in education spanned 11 years with Al serving as a classroom teacher, assistant principal, and principal. Al moved into the financial services industry in 1988. From 1988 thru 2000 he obtained his FINRA series 63, 6, 7, 65, 26, and 24 registrations. In addition, he managed an Alabama District which encompassed 25+ financial advisors and $400,000,000 in assets under management.
In 2005, former competitors and colleagues, Lee and Al joined forces to begin building a business based on a new and innovative business model. Lee and Al agree that current financial environment with its complicated tax codes, new securities regulations, modern products, and unique economic challenges, all affect their client's wealth management, retirement, and estate planning. Both believe that it requires partnering with more than one professional to assure that their client's financial futures are secure. To meet that challenge, Lee and Al established Affinity Partners LLC. They developed a business model that puts the client and their financial well being as the company objective. By coordinating their financial services with those of other professionals, they ensure the client receives the professional advice and guidance necessary to assure financial success. This new concept of partnering with other financial professionals to meet complex client needs has resulted in a growing network of professionals and financial consultants associated with Affinity Partners LLC.
8128 Old Federal Road
Montgomery, AL 36117
Phone: 334.819.7001
Email: llawrence@gradientsecurities.com
Retirement Seminar
Estate Planning
Tax Strategies
Financial Management
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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.