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.
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.
We made two additions to our staff this quarter — meet Mike Bayliss and Jodi Friendshuh.
By Dan Lear
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