No One Strategy Fits Everyone Our Team Approach An Approach Designed For You Understanding your needs, wants, and long-term goals

Understanding Today's Financial Environment

Welcome, we are Alliance Financial Group, a full-service financial and estate planning firm in Mid-Michigan.  What makes us different?  We build strong, long-term relationships with our client partners.  They benefit from our professional relationships with top attorneys, CPA’s, and portfolio managers.  We strive to earn the “trusted advisor” status that allows our clients to receive all the information they may need for retirement, college savings, or estate protection decisions all in one place.

Our firm is 100% independent and not owned by, nor affiliated with, any bank, insurance company or mutual fund family.  This allows us to offer objective, unbiased advice without any hidden agenda or conflict of interest. Our team has many years of experience in financial services.  We help educate you in terms you understand, as well as address your concerns about today’s volatile markets.  We look forward to working with you through all stages of life.

Take a look…

 

Serving Families & Individuals

We can help take some of the mystery out of preparing for your financial future.

Learn More
 

Financial Planning & Legal Documents

We Provide Investment Strategies, Income Solutions, and ways to protect your estate from Probate, Inflation, Taxation and Nursing Home Depletion.

Learn More
 

Investment Strategies

We teach how to overcome the Anxiety of Retirement by providing Security, Consistency, and Predictability to their Retirement Income, no matter what the Stock Market or tax brackets do.

Learn More

Helpful Content

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

 

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Rightsizing for Retirement

What does your home really cost?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow