• WHEN CAN I STOP WORKING?

    You’ve worked hard for many years. You’re proud of the career you’ve built – and your 401(k) savings. But you are ready for a change. It’s time for the next chapter – retirement.

    Our Financial Independence process tests your financial preparedness for retirement. We analyze your probability of success, even in the face of unlikely setbacks, so that you can retire with confidence. And, we create an individualized retirement income plan to maximize your savings, so that you can keep living your best life, well beyond your peak earning years.

  • AM I DOING THIS RIGHT?

    You try your best to make good financial decisions – saving in your 401(k), making HSA contributions, even buying extra life insurance through your company. But you still wonder, am I doing this right?

    There is a reason financial planners exist – financial decisions are complicated! The options are seemingly endless and constantly changing. The Affiance team stays on top of the ever-evolving financial, economic, and investment landscape so that you don’t have to. Thanks to our industry knowledge and professional experience, we can confidently answer whether you are doing this right. 

  • DO I HAVE TOO MUCH COMPANY STOCK?

    You’re proud of your career. You’ve made serious contributions to the success of your company – and you’ve been rewarded with company stock. But now you’re starting to worry, does too much of my future rely on the success of just one company?

    Having too much company stock is a risk, not just from a valuation standpoint, but from a tax-liability standpoint as well. That’s why unwinding concentrated stock holdings requires thoughtful strategy. Affiance Financial’s investment professionals have defined strategies they can guide you through, to move your hard-earned company holdings into a tax-aware, risk-aware portfolio, better suited to your long-term investment goals.

  • WHAT WOULD HAPPEN TO THEM, IF SOMETHING HAPPENED TO ME?

    When you’re a busy working parent, it’s hard to imagine anything else. But we know that the unexpected happens every day. The best way to get through it is to have a plan for it.

    At Affiance, we believe in the certainty of uncertainty. Risk management, which often utilizes insurance strategies, and estate planning, are core components of our comprehensive financial planning service. We help you put a plan in place to ensure that whatever life throws at you, the people you love have what they need.