Retirement Alabama -
Investment Planners & Advisors
www.retirementalabama.com
(334) 819-7001
(334) 819-7001
(334) 819-7001
1 (334) 819-7001
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Affinity Parners, LLC - 8128 Old Federal Rd. - Montgomery, AL 36117 - www.affinitypartners.org - 334-819-7001
Mission Statement: The Mission of Affinity Partners LLC is to partner with other industry professionals to ensure that our clients have an integrated financial plan that meeting their needs and goals.
Lee Lawrence graduated from Olivet University where he earned the Bachelor of Arts degree 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. Coronel.
He began his Financial Services career in 1980 an obtained his series 63, 65, 7 and 24. In 1986 he supervised one of the largest group qualified plans in the nation, a plan consisting of over one hundred public sector entities with assets reaching over $500,000,000. During the 15 years he supervised this program he had responsibility for plan design, administration, marketing, recruiting and training in several States.
In 2000 he was recruited by another nationally known firm to assist in building a field force that would partner group representatives with a traditional retail representative to better coordinate client needs inside and outside an Employers qualified plan.
With twenty plus 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 cooperate arena and become an Independent advisor to better meet the needs of his clients.
In 2003 to facilitate his client’s growing needs he started Signature Financial Solutions LLC and began to assist clients in planning for the ever increasing difficulty in retirement. Several Financial Services Representatives that he had worked with joined Signature Financial Solutions to establish a small family oriented financial planning firm that continues to serve clients today..
Recent market conditions, regulation changes, and product designs have offered yet another challenge to Lee and his desire to stay on the cutting edge of the financial services and the ability to serve his clients. In 2005 Lee and a colleague, who had worked together prior to and during Signature Financial Solutions, started a new endeavor.
Lee and Al Westbrook agreed the current financial environment with its complicated tax codes, new securities regulations, modern products, and unique economic challenges, all affecting their clients wealth management, retirement and estate planning , required the partnering of more than one professional to assure that their clients financial future was secure. To meet that challenge Lee and Al established Affinity Partners LLC. They developed a business model that puts the client and their needs as the objective. They then coordinate their financial services with those of other professionals to insure 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.
Lee has served in such positions as Marketing Director, OSJ, Registered Principal, Administrator, and Trainer. His dry humor, diverse experience and contrarian philosophy has made him a favorite motivational and key note speaker.
Visit www.AffinityPartners.org for more Information or Fill out the form above for a FREE consultation.
Lee Lawrence graduated from Olivet University where he earned the Bachelor of Arts degree 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. Coronel.
He began his Financial Services career in 1980 an obtained his series 63, 65, 7 and 24. In 1986 he supervised one of the largest group qualified plans in the nation, a plan consisting of over one hundred public sector entities with assets reaching over $500,000,000. During the 15 years he supervised this program he had responsibility for plan design, administration, marketing, recruiting and training in several States.
In 2000 he was recruited by another nationally known firm to assist in building a field force that would partner group representatives with a traditional retail representative to better coordinate client needs inside and outside an Employers qualified plan.
With twenty plus 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 cooperate arena and become an Independent advisor to better meet the needs of his clients.
In 2003 to facilitate his client’s growing needs he started Signature Financial Solutions LLC and began to assist clients in planning for the ever increasing difficulty in retirement. Several Financial Services Representatives that he had worked with joined Signature Financial Solutions to establish a small family oriented financial planning firm that continues to serve clients today..
Recent market conditions, regulation changes, and product designs have offered yet another challenge to Lee and his desire to stay on the cutting edge of the financial services and the ability to serve his clients. In 2005 Lee and a colleague, who had worked together prior to and during Signature Financial Solutions, started a new endeavor.
Lee and Al Westbrook agreed the current financial environment with its complicated tax codes, new securities regulations, modern products, and unique economic challenges, all affecting their clients wealth management, retirement and estate planning , required the partnering of more than one professional to assure that their clients financial future was secure. To meet that challenge Lee and Al established Affinity Partners LLC. They developed a business model that puts the client and their needs as the objective. They then coordinate their financial services with those of other professionals to insure 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.
Lee has served in such positions as Marketing Director, OSJ, Registered Principal, Administrator, and Trainer. His dry humor, diverse experience and contrarian philosophy has made him a favorite motivational and key note speaker.
Visit www.AffinityPartners.org for more Information or Fill out the form above for a FREE consultation.
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