Alliance Financial Partners, Inc.

06/17/2026

Turning 69 soon? This can be a smart time to take a fresh look at your retirement tax strategy. ✅

A few planning moves may help reduce taxes later—especially as Required Minimum Distributions (RMDs) get closer. The key is having a plan that matches your income needs, timeline, and goals.

If you’d like a second set of eyes on your retirement income plan, we’re here to help. 📩

06/16/2026

Not leaving a will can create real problems for the people you care about. 🧠

When there isn’t a clear plan in place, families can be left dealing with delays, confusion, and unnecessary costs during an already difficult time. Estate planning helps you put your wishes in writing, guide how assets are distributed, and designate someone to manage financial and healthcare decisions if you’re unable to.

Watch our Estate Management 101 video to learn more: https://www.myallianceteam.com/resource-center/estate/estate-management-101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

06/14/2026

Happy Flag Day 🇺🇸 Today we honor the American flag and the values it represents: freedom, unity, and perseverance. Wishing you a meaningful day as we reflect on our shared history and the community we’re proud to serve.

06/12/2026

What a great day hosting the S.T.U.F.F. Bus school supply drive! Thank you to everyone who stopped by to drop off supplies and help Flagler County students start the school year ready to learn. Your generosity truly makes a difference. 💙

Flagler County Education Foundation

06/12/2026

Today’s next stop for our Day of Giving today: The Windsor of Palm Coast!

We brought in a magician that entertained residents and brought some well-deserved joy, laughter, and connection to the afternoon. ✨

06/12/2026

Making Waves for Our Community 🌊

Our Day of Giving kickoff is here, and we're rolling up our sleeves to make a real difference! Today's beach cleanup is just the beginning of our commitment to giving back and supporting the causes that matter most.

A special thanks to Jordan Farrell and Tony Garren of FB Real Estate Co. for partnering with us and allowing us to use their office!🔥🎉

Stay tuned for more Day of Giving photos coming soon!

06/12/2026

Thank you for the 5-star Google review Mark! We truly appreciate your kind words about Eddie and David and the trust you placed in our team throughout the planning process. We’re grateful for the opportunity to listen, educate, and partner with you as you work toward your goals. Read Mark's entire 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.

06/08/2026

If you made a big gift or trust decision in the last few years, you’re not alone in wondering if it was the right move. 💡

A recent USA TODAY article shares how some families are rethinking gifts made during the rush of tax-law uncertainty. It’s a good reminder to review your plan and confirm it still matches your goals, your family, and your timeline.

Need help reviewing your strategy? Alliance Financial Partners is here to help.

06/05/2026

It's Five-Star Friday time! Thank you to John for his recent Google review. We’re grateful for the kind words and for the trust you placed in our team. Serving clients like you is why we do what we do, and we truly appreciate the opportunity to be part of your planning journey. Read John's review here: https://g.page/r/CSaJv_PfJiZuEBM/review