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.
Our Core Services
Tax Planning & Reduction
Providing proactive tax planning services, tax credits and strategies to legally reduce tax burden for business owners.
Learn More →Legacy & Family Planning
Protect your family's future through estate planning, generational wealth protection, and life insurance strategies that ensure your legacy endures.
Learn More →Business Strategies
Comprehensive employee benefits, supplemental insurance programs, and retirement plan optimization designed to attract talent and maximize tax efficiency.
Learn More →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.
Learn More →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.
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 SessionComprehensive 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.
Identifying legal strategies to minimize your annual tax burden
R&D credits, hiring incentives, energy credits, and more
M&A, structuring sales, transitions, and succession plans to minimize capital gains
S-Corp, C-Corp, and LLC optimization for maximum tax efficiency
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.
Comprehensive budgeting, saving, and investment plans for your household
Indexed Universal Life, Whole Life, and Term strategies for wealth protection
Tax-efficient strategies to pass assets to children and grandchildren
Working with your legal team to align financial and estate strategies
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.
Group health, dental, vision, and voluntary benefit packages
A proprietary retirement savings strategy that maximizes owner contributions and tax deferral
Advantage plans, accident, critical illness, hospital indemnity, and disability coverage
401(k), SEP IRA, SIMPLE IRA, and defined benefit plan design
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.
Expert guidance through every step of purchasing or selling your home
Identifying and analyzing rental properties, multi-family units, and commercial opportunities
Tax-deferred property exchanges to preserve and grow your real estate portfolio
Long-term planning for acquisition, cash flow optimization, and portfolio diversification
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 SessionSolutions 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 ConsultationAbout 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
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
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
CA #4035161, CA# ON029281
Our Process
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
Interested? Let's Talk.
Whether you're experienced in financial services or just getting started, we'd love to connect.
Apply NowFrequently Asked Questions
Answers to common questions about our services and process.
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.
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.
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.
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.
Based in Norco, California, Affirm Foundation serves clients throughout the United States and Canada.
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
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