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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Rightsizing for Retirement
What does your home really cost?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Emerging Market Opportunities
What are your options for investing in emerging markets?