Caleb Lopez

Insurance Producers and Retirement Planner
post-images

Affinity Advisors’ mission is to serve our clients in all areas of their financial needs including asset protection, tax planning and investments. We call this “Complete Benefits of Ownership” or C.B.O. Our primary focus is helping clients to protect assets, qualify for state & federal benefits and preserve investment funds with guaranteed* growth and income.

Caleb M. Lopez constantly exhibits a strong motivation to help others. He has proven himself as an exceptionally skilled creator of customized, safe and secure retirement and Estate protection plans.

Caleb began his career shadowing the founder and president of Affinity Advisory Network, LLC. During this close-up work, Caleb learned ultra-high end Estate planning strategies. Contributing to the goal-focused plans of a wide variety of clients, Caleb’s work has helped to protect the lifestyle and legacy of Affinity clients.

Affinity Advisory Network is a holistic full-service Estate planning firm. The strength comes directly from the focus of each advisor to serve each client to the best of their ability.

Caleb has focused his practice on families in Northeast Ohio. He often consults with the CEO of Affinity on customized plans for his clients. He draws on his knowledge of retirement planning, Social Security, long-term care, and Medicare. He creates plans that protect assets and maintain eligibility for all private, state, and federal benefits to cover potential long-term care expenses. Caleb holds a Life and Health Insurance license from the State of Ohio Department of Insurance.

  • 330-417-8171
  • 4450 Belden Village St. NW Suite 704 Canton, OH 44718
  • clopez@affinityadvisorynetwork.com

Brandon Lewis

Insurance Producer and Retirement Planner
post-images

Brandon began his career shadowing the founder and president of Affinity Advisory Network, LLC. During this close-up work, Brandon learned ultra-high end Estate planning strategies. Contributing to the goal-focused plans of a wide variety of clients, Brandon’s work has helped to protect the lifestyle and legacy of Affinity clients.

While attending Ohio Wesleyan University Brandon has witnessed firsthand, the need for people to receive education and information on planning for their retirement. He is committed to provide people with personalized strategies to protect and preserve assets, develop an income stream that they can never outlive and distribute wealth to their loved ones.

Brandon has extensive training and knowledge with regards to Retirement Planning, Social Security and Medicare, Long Term Care Needs and Solutions, VA Benefits Senior Market Planning and Estate Liquidity planning. Also, holds a Life and Health Insurance license from the State of Ohio Department of Insurance.

  • 234-425-3314
  • 4450 Belden Village St. NW Suite 704 Canton, OH 44718
  • blewis@affinityadvisorynetwork.com

Stephanie Rivera-Weiss

Insurance Producer and Retirement Planner
post-images

Affinity Advisors’ mission is to serve our clients in all areas of their financial needs including asset protection, tax planning and investments. We call this “Complete Benefits of Ownership” or C.B.O. Our primary focus is helping clients to protect assets, qualify for state & federal benefits and preserve investment funds with guaranteed* growth and income.

Stephanie Rivera-Weiss constantly exhibits a strong passion and drive to help others. She has proven herself as an exceptionally skilled creator of customized, safe and secure post-retirement and Estate protection plans.

Stephanie began her career working with a seasoned top performing agent and has gone on to high-level personal training with the founder of Affinity Advisory Network. She has learned the ultra-high end post-retirement and Estate protection strategies developed by the founder that have are the foundation of all plans created for the clients of Affinity Advisory Network. Contributing to the goal focused plans of a wide variety of clients, Stephanie’s work has helped to protect the lifestyle and legacy of Affinity clients. Affinity Advisory Network is a holistic full-service Estate planning firm. The strength comes directly from the focus of each agent to serve each client to the best of their ability.

  • Updating
  • 4450 Belden Village St. NW Suite 704 Canton, OH 44718
  • srivera@affinityadvisorynetwork.com

Doug Sanders

Insurance Producer and Retirement Planner
post-images

Douglas A. Sanders takes great pride in his work as a post-retirement professional. Drawing on his years coaching college athletes, he understands the power of a team. He brought that same team approach to his work with TransAmerica. He earned his Life license from the State of Ohio and used it to begin providing his clients with the very best insurance options. This work inspired him to seek more team members to help provide his clients with more complete planning, better protections, income, and distributions.

So, he immersed himself in learning the intricate details of retirement and Estate protection planning, Social Security and Medicare, Long-Term Care options and solutions, and Veterans benefits.

Doug began his career at Affinity shadowing the founder and president extensively. During this close-up work, Doug experienced the specialized Estate protection strategies specifically created to achieve the goals of the retired senior. Doug has contributed to the development of highly customized plans and has helped to protect the lifestyle and legacy of Affinity clients.

Because the multi-disciplinary network is the foundation of all planning, the proper coordination of each professional is critical. Doug will make sure each professional makes their contribution exactly as necessary to help you achieve your goals.

Doug has focused his practice on families in Northeast Ohio. He often consults with the CEO of Affinity on customized plans for his clients. So, if your goals are to protect your money and property from Probate and long-term care facilities, create endless income, minimize taxes, or to maximize distributions to your spouse or children, Doug will be the coach that will get you there!

  • 989-330-5076
  • 4450 Belden Village St. NW Suite 704 Canton, OH 44718
  • dsanders@affinityadvisorynetwork.com
  • MAIN PHONE :

    888-720-0360

  • CANTON OFFICE :

    4450 Belden Village St. NW, Suite 704, Canton, OH 44718

    WESTLAKE OFFICE :

    159 Crocker Park Blvd, Suite 400, Westlake, OH 44145

  • EMAIL :

    info@affinityadvisorynetwork.com

and/or