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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The federal government requires deceased individuals to file a final income tax return.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how to set up your financial goals for success? This knight does.