Affiance Financial is committed to serving clients of different ages, backgrounds, and geographic locations. We provide comprehensive financial planning that is uniquely personal because it caters to the individual circumstances and goals of each client.
In order to work with Affiance Financial, we ask that clients care about themselves, care about others, and have the capacity to make changes to their financial plan.
ARE YOU A GOOD FIT FOR AFFIANCE FINANCIAL?
UP-AND-COMING PROFESSIONALS | BUSY FAMILIES | SOON-TO-BE RETIREES | THOSE DESIRING TO LEAVE A LEGACY
UP-AND-COMING PROFESSIONALS
One of the most powerful tools for building wealth is time. Let us help you capitalize on this tool by starting the planning process early – when your career begins taking off.
We serve up-and-coming professionals through:
- Cash flow planning
- Major goal funding
- Restricted stock units (RSUs) strategies
- Concentrated stock options strategies
- Asset allocation/diversification
- Tax planning
- Behavioral finance coaching
BUSY FAMILIES
Working parents have a lot on their plate. Let us take some of it, leaving you more time to enjoy doing what you love, with the people you love.
We serve busy families through:
- Cash flow planning
- College planning
- Major goal funding
- Asset allocation/diversification
- Tax planning
- Life, disability, and liability insurance
- Estate planning
- Behavioral finance coaching
SOON-TO-BE RETIREES
Retirement is a major transition. Partnering with a trusted professional can help ensure you make the transition with confidence and ease.
We serve clients nearing retirement through:
- Financial Independence preparedness analysis and reporting
- Restricted stock units (RSUs) strategies
- Concentrated stock options strategies
- Social Security maximization strategies
- Pension maximization
- Retirement income planning
- Distribution planning
- Tax planning
- Behavioral finance coaching
THOSE DESIRING TO LEAVE A LEGACY
Once you’ve accumulated your desired level of lifetime wealth, it’s time to start exploring your goals for what you’ll leave behind.
We serve clients desiring to leave a legacy through:
- Titling of assets
- Beneficiary designations
- Estate coordination (with an estate attorney)
- Durable power of attorney
- Wills and probate assets
- Healthcare directives
- Charitable giving
- Tax strategy
- Generational wealth counseling
