Skip to main content

Affinity Capital

       

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

Affinity Capital

  • Home
  • About 
    • Our Team
  • Services
    • Wealth Management
    • Portfolio Management
    • Retirement Planning
    • Elder Care
    • Emerging Clients
  • Resources
  • Blog
  • Client Access
  • Contact

 

    You are here

  1. Home
  2. Services
  3. Retirement Planning

Retirement Planning

We offer fiduciary services to plan sponsors of defined benefit and contribution plans, profit sharing and pension plans. We provide plan monitoring and asset selection on an ongoing basis. The current obligations of fiduciaries put us in a position to help manage plan asset selection and monitoring to help ensure plan participants have the opportunity to successfully plan for retirement.

Services

  • Wealth Management
  • Portfolio Management
  • Retirement Planning
  • Elder Care
  • Emerging Clients

Book a Meeting

Tell a Friend

Sign up for our Monthly Market Report

Our Monthly Market Report

Subscribe to stay informed with our Monthly Market Report updates!

Click Here

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclaimer
  • Registration

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

© 2021 Affinity Capital. All rights reserved.

Website Design For Financial Services Professionals