Sure, we’re financial planners. But we’re also much more. We take a broad-based approach to planning your finances, offering strategies and advice that go beyond investments, and helping you make decisions that are right for you.
Our personalized planning process is specifically designed to identify your goals, and help you reach them. We’ve identified six steps to help get your finances in the best condition possible. We call these steps the Affiance Advantage.
Behind each financial planner at Affiance Financial, is a team of professionals working with your best-interest at heart. From paraplanners to client service specialists to executive administrators, everyone at Affiance is here for you every step of the way.
Between the seemingly daily headlines announcing changes to Medicare and the alphabet soup of supplemental care insurance, we at Affiance Financial feel it is important for you to know what to expect with open-enrollment season upon us.
We often joke about “all the letters” following many of our advisors’ names. But each designation represents time and effort spent honing their craft. The latest letters you may have noticed are BFA™, representing certification in Behavioral Financial Advice.
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