Alliance Financial Partners, Inc.

05/30/2026

Shoutout Saturday! Thank you to Chris for the 5-star Google review last week. We’re grateful for the kind words about our team and for the trust you placed in us as you worked through your planning goals. Read Chris' full review here: https://g.page/r/CSaJv_PfJiZuEBM/review



Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

05/29/2026

Did you know “average” and “typical” aren’t the same thing when it comes to wealth?

A recent report shared that the average 50-something American is worth about $1.4M — but the median (the more “typical” middle number) is closer to $192,964.

That gap matters, because big outliers can make averages look way higher than what most households experience.

The good news: no matter what decade you’re in, there are smart, practical steps you can take to build confidence in your plan — from cash flow and debt strategy to retirement contributions, investment mix, and protecting what you’re building.

If you’d like help translating headlines into a plan that fits your real life, Alliance Financial is here to help. ✅

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05/27/2026

Planning ahead isn't just about peace of mind, it's about protecting the people you love. If you've lost a spouse or are thinking about what happens next, you're not alone. Many widows and widowers face unexpected financial and legal challenges during an already difficult time.

That's where we come in. Our financial planning experts can help you understand what documents matter, organize your assets, and create a plan that gives you clarity and confidence for the future.

Don't wait for a crisis. Let's talk about your plan today.

📞 Schedule a consultation - 386-445-4257.

05/25/2026

In observance of Memorial Day, we pause to reflect and remember the men and women who gave their lives in service to our country. We honor their sacrifice and keep their families in our thoughts and prayers.

We will reopen tomorrow (Tuesday) with normal business hours.

05/24/2026

The City of Palm Coast invites residents to the 2026 Memorial Day Ceremony tomorrow, Monday, May 25, at 8:00 a.m. at Heroes Memorial Park (2860 Palm Coast Parkway). This annual event honors the brave men and women who have made the ultimate sacrifice in service to our nation. https://www.palmcoast.gov/events/home/details/memorial-day

05/23/2026

Monday is the deadline to vote! Alliance Financial is a finalist in the 2026 Volusia-Flagler Community’s Choice Awards (Broker Firm). We’re grateful to be recognized locally.

If you’d like to learn more about the awards or see the finalist list, voting details are available on the Community’s Choice Awards website. https://news-journalonline.gannettcontests.com/2026-Daytona-Communitys-Choice-Awards/gallery/?group=546136&fbclid=IwY2xjawR6s2JleHRuA2FlbQIxMQBzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeuRmYWqgRLGQ8nAaaLKzESH6o261ir0IqNcmG0VtECQRDA25oGSBuqS-C2OU_aem_SZLzY1z-dyxJnn7Dh_kogQ

Check it out now!

05/22/2026

Alliance Financial will be closed on Memorial Day in recognition of the federal holiday.

As we pause to reflect, we remember and honor the men and women who gave their lives in service to our country, and we hold their families in our thoughts.

We will reopen on Tuesday, May 26th and look forward to assisting you then.

05/20/2026

When do you need a will? The answer is simple: right now. 📝

Many people put it off—thinking it’s something to handle later, closer to retirement, or once they’ve built significant wealth. But having an up-to-date will is one of the most important steps you can take to help protect the people and priorities that matter most, no matter your age or stage of life.

Watch the video here: https://www.myallianceteam.com/resource-center/estate/when-do-you-need-a-will

When do you need a will? The answer is easy: Right Now.

05/20/2026

The FTC just reported shocking new records for fraud losses in 2025: $15.9 billion, up from $12.5 billion in 2024. Even more concerning—there were 3 million fraud reports in 2025, up from 2.6 million the year before.

A big driver? Investment scams. These schemes often look polished, sound urgent, and promise unusually high returns.

A few reminders to help protect yourself and your family:
➔Be cautious of “guaranteed” returns or pressure to act fast
➔Verify who you’re dealing with before sending money or sharing personal info
➔Don’t click unexpected links or download attachments from unknown senders
➔When in doubt, pause and get a second opinion

If something doesn’t feel right, trust your instincts—scammers rely on speed and emotion.

05/19/2026

Alliance Financial is a finalist in the 2026 Volusia-Flagler Community’s Choice Awards (Broker Firm). We’re grateful to be recognized locally.

If you’d like to learn more about the awards or see the finalist list, voting details are available on the Community’s Choice Awards website.

Check it out now!