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.
It may not have manifested itself as we would have liked, but believe it or not, spring has been upon us since the end of March. With spring, our minds always look toward the Masters, taxes, and spring cleaning. With the first two now in the rearview mirror, we finally have a chance to concentrate on the third. Time to clean out all of those files we have been hanging on to for far too long.
Everyone who owns a home or car has homeowners and automobile insurance coverage. If you own a boat or a motorcycle, you likely have a policy for those, too. But is that enough? Today, I’d like to introduce you to an insurance policy that often goes unnoticed, but can make a huge difference to a person’s financial security – the Umbrella policy.
Sometimes getting your friends to pay you back for something you’ve already paid for in full can be complicated. It’s no one’s fault — between work, friends, and family it’s hard to keep track of every little thing.
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