Strategic Partners
Affinity Asset Management & Mark Roberts
Affinity Asset Management is a full-service financial advisory firm, specializing in Money Management, Retirement Tax Strategies, Retirement Income Design, and Retirement Planning. We focus on strategy and service before product selection. Our unique approach has earned us the ultimate compliment clients can give: referrals.
As an independent financial advisory firm, we are able to offer many options that clients might not otherwise have. We represent more than one company, which means more product choices for you! Using the strength that comes with choice creates an advantage you can count on. After we design a strategy, we’ll seek the products best suited for your goals. We have learned that the fastest way to help you create a workable plan is to focus on smart retirement tax strategies, not aggressive investment selection. Our goal and yours are the same, to provide you with the largest net income on the least gross income.
Mark Roberts
Founder & CEO of Affinity Asset Management
Website: https://www.affinityasset.com/
In addition to managing clients’ money and giving investment and diversification advice, Mark offers something that “the other guys” don’t—a unique approach to retirement tax strategies and distribution. Time and time again, Mark meets with new clients who tell him they have a great relationship with their financial advisor but have never been offered information on this kind of approach to securing their financial futures. Mark has taken this feedback to heart and works tirelessly to ensure that his strategies focus on taxes and distribution.
Mark started selling insurance for a major insurance company right out of high school to help put himself through college. After graduating with a degree in finance, he dove into estate planning on the financial side to set himself apart from other financial advisors. However, as changes were made to estate tax laws over time, Mark shifted his focus to income tax strategies.
Mark’s philosophy is “the blueprints are more important than the wall paper or carpet.” The wall paper and carpet represent products like investments and insurance policies, whereas the blue prints represent the strategies. Once strategies that truly fit the client’s needs are put in place, our focus can shift to providing you with the right products. According to Mark, “It doesn’t matter what carpet we use if the walls are not in the right place.”
Our approach to money management is designed to generate the largest alpha (quality) with the lowest standard deviation and beta (risk). By doing this, we help provide clients with the highest return on the lowest risk. Generating income for our retirees is also very important. Because withdrawing money from your portfolio hurts the account rather than helping it, our goal is to design income strategies to harm the portfolio the least making the money last longer.
Mark Roberts was born and raised in the Kansas City area, and he’s spent 21 years in the financial services industry. Mark has three children: Garrett, Paige and Savannah. In his spare time, Mark loves to play golf. However, his real passion is coaching his kids’ sports teams.
