Financial Planning
At Affiance Financial, we take a broad approach to financial planning. We help identify your priorities and define your goals. Retirement. Health care. Education. Housing. Career. There are so many decisions that affect your finances—and your quality of life. We can help you think them through and
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
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
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
Corporate Retirement Plans
In addition to our personal financial planning services, we offer businesses help selecting, setting up, and monitoring employee retirement plans. From 401(k)s to nonqualified deferred compensation plans, we help you choose a plan that makes sense for you and your employees. We offer assistance with
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.
