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


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.

VISITOR PRECAUTIONS

  • 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.
Schedule A Virtual Consultation

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 Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here’s a crash course on saving for college.

View all videos arrow