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 service provides a disciplined strategy to help you work toward achieving your goals. Our investment process seeks to eliminate the often negative impact of making investment decisions based on headlines, emotions, and biases. We offer tax-aware portfolios aligned to
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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 a disease. But, we can help reduce the financial impact of these events. We offer life, disability, long-term care, and critical illness
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Estate & Legacy Planning

Once you are confident about meeting your lifetime financial goals, it’s time to start thinking about your legacy. We can help you define your estate and legacy desires and create a plan to ensure they are carried out. This includes maintaining an inventory of your beneficiaries, creating tax
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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.