Build Wealth. Protect Your Legacy.
Plan With Confidence.

Affirm Foundation partners with business owners, families, and professionals to create tax-efficient strategies, secure generational wealth, and build lasting financial foundations.

Affirm Foundation
Certified Tax & Business Advisor
Certified Financial Fiduciary
Family-Focused Planning
Business Owner Specialists

Our Core Services

Tax Planning & Reduction

Providing proactive tax planning services, tax credits and strategies to legally reduce tax burden for business owners.

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Legacy & Family Planning

Protect your family's future through estate planning, generational wealth protection, and life insurance strategies that ensure your legacy endures.

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Business Strategies

Comprehensive employee benefits, supplemental insurance programs, and retirement plan optimization designed to attract talent and maximize tax efficiency.

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Real Estate Solutions

Licensed real estate expertise integrated into your wealth strategy — helping you acquire, leverage, and transition property with your financial goals in mind.

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Why Business Owners Trust Affirm Foundation

We don't believe in one-size-fits-all financial advice. Every strategy we build starts with understanding your business, your family, and your goals. As a Certified Financial Fiduciary, we are legally bound to act in your best interest — and we wouldn't have it any other way.

Legally bound fiduciary standard — your interests come first
Proactive tax strategies that reduce liability before year-end
Exit planning that maximizes business value and minimizes taxes
Personalized legacy planning for multi-generational wealth

Ready to Take Control of Your Financial Future?

Schedule a complimentary strategy session to discover how we can help protect your wealth and your legacy.

Schedule a Strategy Session

Comprehensive Financial Solutions

Four integrated pillars designed to protect, grow, and sustain your wealth.

Pillar 1: Tax Planning, Reduction & Business Exit Strategy

Keep More of What You've Earned

Families and business owners face some of the most complex tax challenges — and the greatest opportunities for savings. Affirm Foundation delivers proactive tax planning strategies that go beyond basic compliance to uncover credits, deductions, and structural opportunities most advisors overlook.

Proactive Tax Planning & Reduction

Identifying legal strategies to minimize your annual tax burden

Tax Credit Identification

R&D credits, hiring incentives, energy credits, and more

Business Exit Planning

M&A, structuring sales, transitions, and succession plans to minimize capital gains

Entity Structuring

S-Corp, C-Corp, and LLC optimization for maximum tax efficiency

Succession Planning

Preparing the next generation or a strategic buyer for a smooth transition

Pillar 2: Legacy & Family Planning

Protect What Matters Most

Your wealth should outlive you. Affirm Foundation helps you build a legacy plan that protects your family, preserves your assets, and transfers wealth efficiently across generations.

Family Financial Planning

Comprehensive budgeting, saving, and investment plans for your household

Life Insurance Solutions

Indexed Universal Life, Whole Life, and Term strategies for wealth protection

Generational Wealth Protection

Tax-efficient strategies to pass assets to children and grandchildren

Estate Planning Coordination

Working with your legal team to align financial and estate strategies

Trust & Foundation Guidance

Advising on charitable trusts, family foundations, and donor-advised funds

Pillar 3: Business Strategies

Strengthen Your Business From the Inside Out

A strong business attracts and retains top talent. Affirm Foundation designs benefit programs and supplemental insurance solutions that improve employee satisfaction while optimizing your bottom line.

Employee Benefits Design

Group health, dental, vision, and voluntary benefit packages

Owner Excelerator Plan

A proprietary retirement savings strategy that maximizes owner contributions and tax deferral

Supplemental Insurance Programs

Advantage plans, accident, critical illness, hospital indemnity, and disability coverage

Retirement Plan Optimization

401(k), SEP IRA, SIMPLE IRA, and defined benefit plan design

Key Person & Buy-Sell Insurance

Protecting your business against the unexpected loss of critical personnel

Pillar 4: Real Estate Solutions

Build Wealth Through Real Estate

Real estate is one of the most powerful wealth-building tools available. With licensed real estate professionals on our team, Affirm Foundation helps clients buy, sell, and invest in properties strategically - integrating every transaction into your broader financial and tax plan for maximum benefit.

Residential Buying & Selling

Expert guidance through every step of purchasing or selling your home

Investment Property Acquisition

Identifying and analyzing rental properties, multi-family units, and commercial opportunities

1031 Exchange Coordination

Tax-deferred property exchanges to preserve and grow your real estate portfolio

Real Estate Portfolio Strategy

Long-term planning for acquisition, cash flow optimization, and portfolio diversification

Tax-Integrated Real Estate Planning

Aligning property transactions with your overall tax reduction and wealth-building strategy

Not Sure Where to Start? Let's Talk.

Every business is different. Schedule a complimentary strategy session and we'll identify your biggest opportunities together.

Request a Strategy Session

Solutions for Business Owners

From employee benefits to exit planning, we help businesses optimize their financial strategies and protect their bottom line.

Employee Benefits & Supplemental Insurance

Design competitive benefit packages that attract and retain top talent — without breaking the bank. We offer group health, dental, vision, supplemental insurance (accident, critical illness, hospital indemnity, disability), and voluntary benefit solutions.

Retirement Plan Optimization

Maximize tax-deferred savings for owners and employees with 401(k), SEP IRA, SIMPLE IRA, defined benefit plans, and our proprietary Owner Excelerator Plan.

Key Person & Buy-Sell Insurance

Protect your business against the unexpected loss of critical personnel and ensure smooth ownership transitions.

Business Exit & Succession Planning

Whether you're selling, transitioning, or passing the torch to the next generation, we help you structure the deal to minimize capital gains and maximize value.

Let's Build a Stronger Business Together

Schedule a Consultation

About Affirm Foundation

Strategic Wealth Builders — Built on Integrity, Driven by Results

Our Mission

Affirm Foundation exists to empower business owners, families, and professionals with the financial strategies they need to build, protect, and transfer wealth. We believe that financial planning should be proactive, personalized, and grounded in a fiduciary commitment to our clients' best interests.

Who We Are

Scott Crisler

Scott Crisler

Co-Founder & Advisor

Scott Crisler brings over two decades of executive leadership to the financial services industry. After a distinguished career leading large-scale operations in telecommunications and digital infrastructure—managing multi-trade teams, overseeing complex integrations, and driving operational excellence across geographically dispersed organizations—Scott founded Affirm Foundation with a clear mission: to help individuals, families, and businesses build lasting financial security through knowledge, strategic growth, and a rock-solid foundation.

As a Certified Financial Fiduciary (CFF), Scott is legally and ethically committed to putting his clients' interests first. This isn't just a credential—it's the cornerstone of Affirm Foundation and the standard that guides every recommendation, every plan, and every conversation.

Kim Crisler

Kim Crisler

Co-Founder & Advisor

Kim Crisler is a strategic force in insurance and legacy planning, dedicated to helping families and business owners protect their income, secure their future, and build generational impact. Through Affirm Foundation, she delivers clear, empowering guidance on supplemental protection, tax-smart benefit design, and long-term legacy strategies that create stability for decades to come.

Known for her direct, educational approach and her commitment to excellence and faith, Kim equips clients with the tools and confidence to make decisions that safeguard their families and strengthen their financial foundation. When people want protection they can trust—and a legacy that lasts—they turn to Kim.

Based in Norco, California, Affirm Foundation serves clients in the US and Canada.

Our Values

Integrity First

As a Certified Financial Fiduciary, we are legally and ethically bound to put your interests ahead of our own.

Proactive Strategy

We don't wait for problems — we anticipate them. Our planning process is forward-looking.

Lasting Relationships

We measure success not in transactions, but in the long-term financial health of every client.

Credentials & Affiliations

Certified Financial Fiduciary (CFF)
Certified Tax and Business Advisor
Powered by Experior Financial Group Inc.
Real Estate Broker—CA #01736935
Real Estate Agent—CA #02059718
Life, Accident, and Health Insurance Producers—
CA #4035161, CA# ON029281

Our Process

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Discovery

We listen. Understanding your business, your family, and your goals is the foundation of every strategy.

Analysis

We assess your current financial position, tax exposure, risk profile, and growth opportunities.

Strategy

We design a personalized plan across tax, legacy, and business solutions — integrated and aligned.

Execution & Review

We implement strategies and solutions for your family and business, then review and adjust quarterly.

Build a Career in Financial Services

At Affirm Foundation, we develop professionals — not just policies. If you're looking for a career with purpose, growth, and unlimited potential, we want to hear from you.

Comprehensive Training

We provide hands-on mentorship, licensing support, and ongoing professional development to help you succeed from day one.

Flexible Schedule

Build your career on your terms with the flexibility to manage your own time and client relationships.

Unlimited Earning Potential

Your income grows with your effort. Commission-based compensation with bonuses, incentives, and residual income opportunities.

Purpose-Driven Work

Make a real difference in people's lives by helping families and businesses achieve financial security and peace of mind.

Who We're Looking For

Driven individuals who are hungry to learn and grow
Self-starters who take initiative and own their results
Career changers ready for something more meaningful
People who value integrity, continuous learning, and serving others

Interested? Let's Talk.

Whether you're experienced in financial services or just getting started, we'd love to connect.

Apply Now

Frequently Asked Questions

Answers to common questions about our services and process.

What does it mean that you're a Certified Financial Fiduciary?

A Certified Financial Fiduciary (CFF) is legally and ethically required to act in the client's best interest at all times. Unlike many financial advisors who operate under a suitability standard, fiduciaries must recommend what is best for you — not what pays the highest commission.

Who do you work with?

We work with business owners, families, and working professionals who want proactive financial strategies — whether that's reducing taxes, planning for retirement, protecting their family's legacy, or optimizing their business operations.

What is the Owner Excelerator Plan?

The Owner Excelerator Plan is a proprietary retirement savings strategy designed for business owners who want to maximize their tax-deferred contributions well beyond traditional 401(k) limits.

Do you offer free consultations?

Yes. We offer a complimentary strategy session to understand your situation, identify opportunities, and determine if we're the right fit to help you reach your goals.

What areas do you serve?

Based in Norco, California, Affirm Foundation serves clients throughout the United States and Canada.

How do I join the Affirm Foundation team?

Visit our Join Our Team page or contact us directly. We're always looking for driven, purpose-oriented individuals who want to build a career in financial services.

Get In Touch

We'd love to hear from you. Schedule a consultation or send us a message.

Contact Information

Phone

(909) 730-7378

Email

info@affirmfoundation.com

Location

Norco, California

Hours

Monday – Friday, 9:00 AM – 5:30 PM PST

Send Us a Message

Serving clients throughout the US and Canada