Mark Roberts

Experience

1. Owner and President

   Affinity Asset Management

   Jun 1996 — Present · Overland Park, KS, US

   Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do-taxes. At Affinity, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating tax free investments and efficient distribution of income in retirement. This specialized focus puts us in the exclusive position to work with and advise individuals - even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans (401ks or IRA\'s) then your income at retirement time is taxable. Our attention to critical tax strategies helps our clients prepare to have some money tax free at retirement time thus further protecting more of what they\'ve earned for a lifetime and beyond.Securities Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Advisory Services Offered Through Client One Securities, LLC and ChangePath, LLC. Affinity Asset Management, LLC, ChangePath, LLC and Client One Securities, LLC are separate entities.

Education

• Avila University

  BA

  1993 — 1997

Skills

• Fixed Annuities
• Iras
• Retirement
• Investments
• Strategic Financial Planning
• Financial Planning
• Team Building
• 401k
• Life Insurance
• Finance
• Financial Advisory
• Strategic Planning
• Small Business
• Leadership
• Management
• Investment Management
• Retirement Planning
• Financial Services
• Asset Management
• Securities
• Tax