The Affiance Advantage

Our financial planning process extends beyond simply opening accounts and rebalancing portfolios. We employ tax-aware investment strategies to maximize your savings, create insurance portfolios to shield you from the unexpected, and offer estate and legacy planning so that the benefits of your hard work and planfulness can extend beyond your lifetime. And, we take the time to document this work in our written Plans of Action, keeping you, and us, accountable. We call this the Affiance Advantage

Have a Conversation

The Affiance Advantage starts with a simple conversation. We want to get to know you – what brings you joy, energy, and meaning, but also what worries you. From there, we can help you identify and select financial goals based on what matters most to you. 

Schedule Your Conversation with an Affiance Financial Planner

Conduct a Financial Analysis

We need to understand where you are today, in order to help you get where you want to go. Our team will evaluate your current course of action to determine whether you are on track to meet your financial goals. We will search for opportunities – gaps in your current plan that can help you move faster or farther than you may have thought possible. Our experienced financial planning team is skilled at coming up with alternative options, ideas, and solutions you might not think of on your own.

Implement Your Financial Plan

Together, we will review potential solutions and create a plan based on the approach that works best for you. We customize your Plan of Action based on your unique situation. Depending on your needs, your Comprehensive Financial plan might include:

Once we have agreed on a plan, we begin taking action. Our financial planners provide you with the tools to help you pursue your financial goals – and the accountability to ensure you are on the right path to achieve them.

Construct an Investment Portfolio

Diverse. Strategic. Personal. We offer a range of investment portfolios suited to different objectives, timelines, risk-tolerance levels, and investment preferences. We handle your investments in the way that is right for you.

Create a Safety Net

Once you are on your way to achieving your financial goals, we will do everything we can to help make sure nothing derails you. Our financial planners coordinate life, disability, long-term care, and critical illness policies to create a personalized insurance portfolio designed to help protect you and your loved ones from life’s unexpected twists and turns.

Plan a Legacy

When you are confident that your lifetime financial goals will be met, it’s time to start thinking about what you’ll leave behind. We help you define your legacy desires and craft a tax-efficient estate plan that will maximize your gift to family and community. We work with your estate attorney to help ensure your plan is legally documented, so that it can be carried out according to your desires. 

Hold Regular Financial Checkups

A financial planner’s work is never done. After your financial plan, investment portfolio, insurance policies, and estate and legacy plan are in place, we continually monitor your financial health. We meet regularly to learn about changes in your life and update your plan as needed. Our meetings are documented in our written Plans of Action, to ensure your financial plan stays on the right track.

Start Your Journey with the Affiance Advantage Today