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.
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.
With the world of financial technology (FinTech) ever changing, the landscape for how someone keeps a budget has never been more robust. In fact, some say it can be done in the palm of your hand... While some choose to stick with the traditional, manual method of tracking income and expenses — Yes, I’m talking about you, Excel — the vast number of mobile apps available make budgeting more accessible and automated than ever.
The year is half over and despite the stock market’s ups and downs, the total performance for the year is neither too good nor too bad. As of June 30th, U.S. markets were up, with the S&P 500 up 2.65% year to date. International stocks gave up some of last year’s gains, dropping roughly 5% year to date. And emerging markets, which had a stellar 2017 (being up 37%), gave back about 8% this year, primarily due to an appreciating dollar.
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