Who We Are

 

At Alliance Financial & Income Tax we offer hourly as needed financial services, tax planning and advice to anyone regardless of income.

  

We specialize in the unique needs of everyday people. For consumers, that means affordable access to objective and expert advice when it’s needed:

 

 

  • No net worth or account minimums required.
  • No sales pressure.
  • No third-party sales incentives.
  • No long-term contracts or asset management required.

   

HOW WE CAN HELP

 

 

We believe that professional, objective and easy-to-access financial information is something everyone needs, at least periodically, to help them obtain essential financial guidance and build the brightest financial future. It doesn’t matter if that advice involves answering one question or helping to develop and manage a lifelong plan. You are never alone.

 

  

Among the ways Mike can help our clients:

  • Offer one-time, periodic or ongoing financial or investment advice*.
  • Provide a financial checkup.
  • Give a second opinion on portfolio design and asset allocation.
  • Design one module or a complete financial plan*.
  • Provide periodic reviews and plan updates.
  • Assist with plan implementation.
  • Create a step-by-step plan of action for do-it-yourselfers to implement on their own.
  • Create a tax reduction plan

We also can help with specific financial objectives that can include:

  • Reduce tax burdens. 
  • Minimize the effect of inflation.
  • Create and preserve personal wealth.
  • Maximize wealth transfer.
  • Establish charitable legacies.
  • Reduce the risk of financially devastating events.
  • Assisting to resolve tax issues with the IRS 

To help pursue these goals, our services may include:

  • Personal financial planning*.
  • Retirement planning strategies.
  • Cash-flow spending plans.
  • College funding advice*.
  • Stock option advice*.
  • Lump-sum distribution advice.
  • Ongoing assistance or asset management.
  • Life and disability insurance needs analysis.
  • Second opinion on investments or current financial plan*.
  • Mortgage evaluation.
  • Income tax reduction coaching.