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 is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.