Services
With our collaborative approach to financial planning, we cover all your bases.
Our services include:
Holistic Financial Planning
The team at Alliance Financial analyzes your entire financial picture and your life circumstances. With your goals in mind, together, we create a plan that suits you as an individual. It’s not just all about numbers to us. Every client is unique, and that’s why our team of financial advisors gives you customized attention. We happily work with other members in your circle, such as accountants, tax advisors, attorneys, and any other professionals working for your benefit. We’re all on your side.
Estate Planning
Estate planning is really a gift you give to your heirs. After you’ve done the strategic work of planning your estate, you’ve laid the groundwork for your loved ones to have a smooth transition after you’re gone. Estate planning involves helping your assets go to whom you intend by naming beneficiaries. One goal of estate planning is to reduce your estate’s exposure to taxes and probate costs.
Employee and Executive Benefits
As a business owner, you want to attract and retain the highest-quality employees. We can help you with one strategy to work toward that goal. Our specialists formulate employee benefit packages that fit your financial needs and appeal to your employees and potential employees. We’re your behind-the-scenes business partner.
Retirement Planning
There’s no getting around it. Retirement requires research. If you are an individual or family, we will set a strategy in motion that can get you closer to the retirement you’re looking for. You may notice that our financial planners are in the early stages of our working life. That means we’ll be with you as your life unfolds, at the ready, so you can strive to have what you need to retire comfortably. It also means we’ll be around to help manage your assets and risk level before and even during your non-working years.
If you’re a business owner, you know that retirement planning for your employees is a big responsibility. Our goal is for you to feel confident that your employer-sponsored retirement plan is optimal. Let Alliance Financial be an ever-present team member in your corner.
Risk Management
Tax Management
Education Funding
Starting early is your best strategy for funding your children’s higher-education goals. However, anytime you start is better than never. We can recommend investment and accumulation strategies to help with the financial burden of college. We’ve assisted many families; we can do it for yours.
Investment Planning
The best way to seek growth with your money is to invest in ways that make the most sense for your unique situation. But don’t worry. We don’t throw investment products at you and see which ones stick. We are committed to giving you all the information necessary to make the best choices. A big part of our job is to share knowledge and give gentle guidance to our clients so they feel completely comfortable with factors like risk tolerance and portfolio choices. We act as a fiduciary when creating investment portfolios, which means your goals and finances are our number-one priority. We are your investment partner.
