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.
By Marcia Zappa and Steve Drost, CFA, CFP®, BFA™
Buying a home is a daunting task for anyone at any stage of life. Buying a home while raising a toddler with another one on the way can just about put you over the edge. I would know, as this is something I recently did.
For many of us, texting has long replaced calling. Phone calls can be time-consuming. They don’t always come at convenient times. And, it can be hard to keep a phone call private. Whereas texting is generally more efficient, less disruptive, and private. We understand. But we can’t accept texts at this time.
For five years and counting, I have been fortunate enough to attend the Berkshire Hathaway Annual Shareholders Meeting. Known as “The Woodstock of Capitalism,” this annual meeting attracts more than 42,000 people each year and has become more spectacle than summit. Held during the first weekend in May, this meeting turned weekend spectacle provides investors from around the world with an opportunity to meet, network, and gain wisdom from two of the most well-known investors ever: Warren Buffet and Charlie Munger.
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