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 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
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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?
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
View all articles 
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
View all calculators
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.