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Alliance Financial Partners, Inc.

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Alliance Financial Partners, Inc.

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Alliance Financial Partners, Inc. is a locally owned and operated financial consulting firm, serving the Northeast and Central Florida area. Owners; David L.

Fowler, RFC and Eddie Herrera, BFA, RFC

Alliance Financial Partners, Inc., is a locally owned and operated financial services firm, serving the northeast to central Florida area. With an average of nineteen years of financial experience and over twenty-five years of local residency among our partners and agents, we share a special "home town" relationship with our local businesses, educational community and individual clients. Our role is to be actively involved in helping our community plan, work towards and enjoy a well-earned retirement. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (www.finra.org/www.sipc.org)

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/24/2026

Today is National Make a Difference Day, one of the largest single days of community service and volunteerism in the U.S., held each year on the fourth Saturday of October.

Last year in June, we celebrated our 15th anniversary and launched an annual Day of Giving community service initiative. Watch the video and tell us in the comments: what are you doing to make a positive difference in our community?

10/22/2026

Inheritance can bring out the best in families and sometimes the hardest moments too. A couple of stats that stand out:

1) About 1 in 3 adult children believe an inheritance is likely to create conflict among siblings
2) 45% say they have adjusted their behavior to stay in a partner's good graces for financial reasons

A few ways to reduce drama: keep your will and beneficiaries updated, choose the right executor, and have the conversation before it becomes urgent. Clarity now can protect relationships later.

If you’d like help reviewing your plan, contact Alliance Financial Partners to schedule a conversation.

10/16/2026

🎉 Congratulations to Steve and Renee DeAugustino on their well-earned retirement from Flagler County Schools!

The Alliance team was honored to present a plaque to Steve and Renee in recognition of their incredible service to our community. Steve dedicated 45 years, and Renee dedicated 46 years, all within the Flagler County School System. What a legacy of impact.

Thank you both for the years of commitment to our students, families, and schools. Wishing you a happy and relaxing next chapter! 👏

10/12/2026

Even though it’s Columbus Day (a federal holiday), the stock market is open because the New York Stock Exchange and Nasdaq do not observe it as an official trading holiday.

Here’s what that means:
‣Normal trading hours: 9:30 a.m. to 4:00 p.m. ET
‣Bond market closed: U.S. bonds are closed for the holiday, even while stocks trade
‣Different holiday schedules: Federal holidays don’t always match market holidays

If you have questions about how today’s schedule could affect trades, transfers, or timing, call our office.

10/09/2026

Florida is one of the most estate-tax-friendly states: there’s no Florida state estate tax or inheritance tax.

But here’s the catch: out-of-state rules can still impact what your family receives if you have ties outside Florida. Your inheritance may be affected if you:

→Own property in another state (a second home, land, or other tangible assets)
→Have multi-state residency ties (or a loved one lived in a state with its own estate tax)
→Have a very large estate where federal estate tax could apply (2026 exemption: $15M per person / $30M per married couple)

If you have questions about how this could apply to your situation, call our office. We’re happy to talk it through and help you understand what to watch for.

10/08/2026

Quarterly Market Insights are here for October 2026. In Q3, markets were mixed: the S&P 500 rose 2.03% and the Nasdaq gained 2.47%, while the Dow fell 2.70%. Energy led sector performance, and investors kept a close eye on AI-related earnings, rising bond yields, and the Federal Reserve’s September rate increase.

Watch the full update and get the key takeaways here:

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/04/2026

The past part about the AdventHealth Palm Coast Pink Army 5K this morning .. the 1 mile pet friendly walk! Of course our Eddie, Delilah and Brutus, at six months old, joined the fun! 🎉🐾💗🦩

10/02/2026

Welcome October! You know what that means...it's time for the Pink Army 5K this Sunday morning at AdventHealth Palm Coast! Get involved and get ready for some fun for a great cause!

October 4th will be here before you know it, and we want to see you at the starting line.

🏃 Run the 5K
🐾 Walk the 1-Mile Fun Walk
👨‍👩‍👧 Bring the family
👟 Bring your friends

Every registration helps support breast cancer awareness, education, screening, and early detection right here in Flagler County.

09/22/2026

Big shoutout to Matanzas High School for launching their inaugural Young Investors Club! 👏

Eddie was proud to join students this afternoon as the guest speaker to talk investing, financial goals, and building strong money habits early.

09/17/2026

Scammers are getting smarter, and AI is making fraud harder to spot, especially for older adults and busy caregivers. Criminals can use AI to research victims, tailor scripts, and even create convincing fake images, voices, or videos, while the impact of fraud goes far beyond money, often leaving families feeling stressed, ashamed, and isolated.

A good takeaway is to be proactive: talk with loved ones about common scams, tighten account monitoring, and put simple safeguards in place before something happens, not after.

If you’d like help thinking through practical steps to protect your accounts and your family’s financial picture, contact Alliance Financial Partners to schedule a conversation.

Address

1 Florida Park Drive N. Suite 105B
Palm Coast, FL
32137

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4am

Telephone

+13864454257

Website

http://www.myallianceteam.com/

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