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
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.