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.
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Serving Families & Individuals
We can help take some of the mystery out of preparing for your financial future.
Learn MoreFinancial Planning & Legal Documents
We Provide Investment Strategies, Income Solutions, and ways to protect your estate from Probate, Inflation, Taxation and Nursing Home Depletion.
Learn MoreInvestment 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 MoreHelpful Content
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Rightsizing for Retirement
What does your home really cost?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.