COVID-19 UPDATE: Great news, the Alliance Financial Group offices are now open to serve you!
However, for the time being we are still required to practice social distancing, so our appointment process looks a little different. Due to the safety of our staff and others, most client appointments will be handled by telephone or by virtual meeting. If your appointment is deemed “essential” then we are more than happy to meet with you. Due to COVID-19, if your appointment requires you to visit one of our branches, please view our Visitor Precautions listed below.
- You must wear a mask to enter our building.
- Sanitize your hands at the hand sanitizing station.
- You must not have a fever.
- We will all be practicing safe distancing.
- No handshakes or hugs…this may be the hardest rule to follow.
- A day prior to your appointment, we will call to confirm and ask a few questions regarding your current health status and remind you to bring a mask.
- Try not to arrive early for your appointment as we need time to sanitize between visits.
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
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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What can be learned from the savings rate?
Building wealth requires protection from the forces of wealth destruction.
A few strategies that may help you prepare for the cost of higher education.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When you retire, how will you treat your next chapter?
What if instead of buying that vacation home, you invested the money?