The Affinity Group

04/08/2025

We are for a Business Process Leader.

This role is key to efficient and compliant operations. While an investment or insurance license is not needed, the ideal candidate should have experience in processing investment and/or insurance business.

Responsibilities include:
-reviewing applications
-ensuring underwriting policies are adhered to and that business processes around underwriting are efficient
-point of contact for clients, helping with inquiries, policy changes and general support
-analyzing business processes and data to identify inefficiencies or areas of improvement
-collaborate with other departments to ensure processes align with business goals and objectives

Key skills would be knowledge of insurance and investment products, communication, customer service and problem solving.

If you, or someone you know, thrives in a fast paced environment and can work both autonomously and as a team member, PM me for more information

03/14/2025

We are excited to welcome Brandon Clemens to The Affinity Group Team!
Brandon brings 10 years of industry experience as he joins our team as a Financial Planner. Most recently Brandon was Co-founder and Advisor at Afia Wealth.

Brandon joins our planning team and will be advising the firm's existing clients as well as his client base.

For all of our clients, feel free to reach out and chat with Brandon or shoot him an email to welcome him aboard. [email protected]

No doubt Brandon will serve as a valuable asset in our firms mission to impact thousands of lives while helping reshape and reimagine our industry.

https://www.tagplanning.com/brandonclemens

03/04/2025

Our Family Office approach helps our clients assist their parents in organizing and clarifying their complete financial picture so that the family/family advisors have a secure website to show where everything's at and what everything's worth.

No going through shoe-boxes or filing cabinets.

Demographic trends continue to suggest increased longevity. Our solutions will streamline your parent’s situation, allowing them to enjoy their golden years without stress.

02/20/2025

Thank you to all of our loyal clients for making us one of Google's highest rated Wealth Management firms in Northeastern Ohio. Because of our continued growth we now need more of the area's best talent to come join our mission.

Do you know someone who is professional, outgoing, well spoken, and can deliver concierge experiences?

Or what about a person who is incredible with attention to detail and take pride in keep things up to date and in their proper place that likes puzzles and thinking critically to solve problems?

Kate & Automn have an announcement they'd like to make! Check out their video below and use this link to our website: www.TAGplanning.com/jobs to learn more and connect with us.

04/15/2024

Happy Monday! We are excited to introduce you to Automn Lowe, the Chief Operating Officer of The Affinity Group. Automn has been an integral part of our team for the past couple of months, and her dedication and expertise have already made a significant impact on our operations.

Learn more about Automn here:
https://www.tagplanning.com/automn-lowe

04/01/2024

Everyone choses a different path when it comes to the financial world, knowing what to save and what to spend can be tricky. Check out this infographic that can give some perspective on how you spend and save!

Put your spending and saving habits in perspective with this infographic, which depicts how Americans spend and save.

03/29/2024

Clients in the financial world are offered such a narrow view of the industry. Delve into our latest post as we unveil five things that economists understand but might sound wrong to many other people.

Economists have shaped the modern world in many ways. Governments make policy choices in response to the data that we produce about things like GDP and inflation. Social media companies use our insights about human behaviour to create features that encourage people to use their platforms. And we’r...

03/27/2024

More and more women are making the financial decisions for their families. Many women feel hesitant to work with an advisor so we are Breaking the Myth:
Financial Advisors Aren't Scary! The truth is they are just like everyone else! The only difference is they want to share their vast financial knowledge to help others be the best financial version of themselves. Check out this short article to see how truly alike we all are!

Financial advisors are very much like you. Learn how their life experiences can help you along your financial journey.

03/25/2024

Financial planning can make all your dreams attainable! No matter your age or financial status, a financial plan can and will benefit you...check out this short video to see if it could be what you need!

Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful if you have a financial plan. Watch this short video to learn how a financial plan can help you achieve your dreams.

03/22/2024

Did you know? Surprisingly, 40% of us don't pay income tax. What is contributing to this high percentage? Check out the article below!

A new analysis by the Tax Policy Center (TPC) indicates a significant decline in the number of American households that will not pay federal income taxes in 2022. According to the TPC, an estimated 72.5 million households, or 40% of the total, will not pay any federal income taxes for the tax year 2...

03/18/2024

Capital gains may seem complicated at first glance, but in fact, it is the opposite. Here we learn a little bit more about capital gains and how we can make sure to optimize it in our investment lives!

Capital gains taxes might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners. Whether you're selling stocks, a piece of real estate, or that vintage baseball card collection, understanding capital gains taxes can help y...

03/15/2024

Nearly everyone has found themselves struggling to keep up with the pace of life. No worries! If you find yourself behind on taxes check out some last minute tax tips!

Tax season is notorious for creeping up on us, and for some, the April 18th deadline can arrive all too suddenly. If you've procrastinated on filing your taxes, don't panic. It's not too late to take action and get your return in order or request an extension. This last-minute tax guide will provide...