Estate Planning Services

While banking is traditionally seen as transactional, Affinity Plus looks at it differently. We believe banking should make your life easier and provide you the opportunity to achieve your dreams. Affinity Plus makes it easy.

Meet with our advisor, in a branch or in your home, to personally discuss your specific estate needs and desires to collaboratively develop a plan to fulfill your wishes. We believe in building relationships with our members on a personal level and we ensure you are comfortable and taken care of.

Ray McCoy, estate planning advisor

  • Unlimited complimentary one-on-one consultations
  • Free of charge or obligation
  • Review existing member documents
  • Q&A sessions
  • Educational seminars every quarter

You are spoken to in terms that make sense and ensure that you understand what you have, how it works, and why it makes sense for you.

Contact Ray at (651) 312-9878 or rmccoy@affinityplus.org to learn more about his seminar schedule or to set up your complimentary consultation today!

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