Integrated Wealth Planning for Businesses and Families

We specialize in assisting:

Wealth Builders

  • Business Owners
  • Professionals
  • Families of Wealth

Families in Transition

  • Retirement
  • Succession Planning
  • Wealth Transfer
  • Separation

Families in Retirement

  • Tax Effecient Income
  • Estate Planning
  • Capital Preservation









The Affolter Financial Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Tim Affolter, Debbie Perepolkin, Monique Bogaardt, or Collin Ludwar must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through The Affolter Financial Group Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by The Affolter Financial Group Inc.