Super Bowl Bucks for the Taking
Submitted by Affiance Financial on September 17th, 2017
by Steven E. Warren, CPA, MBT
About Us
Integrity. Caring. Giving back. Affiance Financial was founded with these principles at heart. And they continue to drive everything we do today.
The Affiance Way
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.
Taking Action
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.
Team Approach
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.
How We Help
Everything we do, we do for you. And what we do includes more than just managing money. Take a look at our specialized services below.
Blog
We strive to stay curious. Keep up-to-date with everything Affiance Financial here.
5 Tips to Help Your College Bound Child be Money Smart
Submitted by Affiance Financial on September 14th, 2017
Staff Updates — New Faces, New Places
Submitted by Affiance Financial on September 14th, 2017
At Affiance Financial, it’s no secret that the only constant is change. This summer, we added two new faces to our roster. And this fall, two of our current team members will be moving into new roles.
