Alliance Financial Group is a financial advisory firm providing comprehensive financial planning services for individuals and organizations. Clients tell us we’re different in three ways:

 

Our investment model. Investing today is radically different than even two years ago. The recent performance of traditional “diversify, buy and hold” portfolios demands change. Our Strategic Momentum Portfolio model is designed to address market volatility and achieve growth in an up market and minimize losses in a down market.*

 

Our approach to financial planning. We take a business-like approach to helping you achieve your financial and retirement goals. With your objectives and risk tolerance as our guide, we build a complete, comprehensive roadmap and provide information in a professional, understandable format.

 

Our team approach. Clients receive advice, support and council from a diverse group of professionals, not just a single advisor.

*No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary. Therefore, we at AFG believe the information presented should only be relied upon when coordinated with individual professional advice.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →