Pastore Financial Group, LLC

In today’s complex world, we are faced with a balancing act between managing our financial lives and living productive and fulfilling personal and business lives. With all of these time demands upon us, sometimes even the best intentioned plans are not completed.

We all have the potential to achieve our dreams. Many of the most successful people in the world point to goal setting as a key factor in their success. But simply setting goals is not enough. You must devise a plan to achieve your goals, then you must execute that plan.  View our comprehensive planning videos.

Business Owners                    Physicians                     Affluent
 

Ask yourself, when was the last time you assessed your life goals? How about your financial goals? Are your goals in line with your values? Are your behaviors in line with the goals you set? And are you clear about the steps necessary to reach them? We serve as your "Personal CFO". Download our brochures for Business Owners,  Residents and Interns, or Attending Physician. 

Financial Educational Series

For Physicians: As of August 2008, we serve                     Physician Financial 
over 1,000 physicians.We understand the time,               

Type Date Place
Resident 11/11/08 Burlington, VT
Physician 11/13/08 Burlington,VT
Resident 11/18/08 WEB
Physician 11/20/08 WEB
Resident 12/09/08 Burlington, VT
Physician 12/11/08 Burlington, VT
Resident 12/16/08 WEB
Physician 12/18/08

WEB

Resident

01/06/09

Burlington, VT
Physician 01/08/09 Burlington, VT
Resident

01/13/09

WEB
Physician 01/15/09 WEB
   Educational Series
money and commitment it takes to become a doctor. Recognizing that medical training seldom prepares physicians for their financial life, we conduct workshops, webinars and onsite educational programs for residents and interns and attending physicians to help them better understand the field of finance. Download  our Lecture Series brochure.

 For Businesses:  Recognizing that owners, management and employees need resources to understand the field of finance, our Worksite Educational Series provides programs on basic financial strategies, planning for retirement, funding educational needs, protecting your family against the unexpected and the role of wills and trusts in an
estate plan.

Your Single Access Point:  Through a special web based financial planning program we become your Single Access Point for financial information.  Working in conjunction with a network of outside advisors including specialists in law, tax accounting, practice management, loans, and other related fields we coordinate your overall plans to keep you focused and on track to help turn your dreams into reality.  For more detailed personal information about our services, contact us today!

Comprehensive financial planning. Our comprehensive financial planning services provide an extraordinary  level of attention. The Affinity Group, LLC is a premier wealth management firm located in Albany, NY. that utilizes a team approach to wealth management, working with professionals in the financial services, accounting, and legal areas where necessary.

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  • Glossary

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

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