Financial Planning

At Affiance Financial, we take a broad approach to financial planning. We help identify your priorities and define your goals. From retirement and healthcare to education, housing, and even your career — your financial decisions can significantly impact your quality of life. We'll help you think
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Investment Planning

Our investment planning services provide a disciplined strategy to help you work toward achieving your goals. Our investment process seeks to reduce the impact of making investment decisions based on headlines, emotions, and biases. We offer tax-efficient portfolios aligned to investment objectives
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Risk Management Planning

Thorough planning can help protect you from the unexpected. Insurance is a financial safety net. We can't replace a loved one who has died or repair skills lost to an illness. But, we can help reduce the financial impact of these events through risk management planning. We offer life, disability
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Estate & Legacy Planning

You have spent a lifetime generating wealth and building your estate, and now it's all about preservation from one generation to the next. We offer both estate planning and legacy planning services to help safeguard your current financials and prepare them for the future. Affiance Financial is here
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Corporate Retirement Plans

A High-Touch, Low-Maintenance Solution For Your Small Business. We offer broad-based and customized corporate retirement planning services for small businesses. The people that keep your operations running are invaluable, and we believe that providing them with actionable and reliable retirement
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Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the needs of the client. Affiance Financial does not serve as an attorney or accountant. Affiance Financial does not prepare estate planning documents or tax returns.