Affiance Financial Overview Affiance Financial is an independent financial services firm located in St. Louis Park, Minnesota. It offers comprehensive financial planning services to clients across various ages, backgrounds, and geographic locations, providing services typically reserved for the ultra-wealthy[2]. The firm is built on core values of integrity, caring, and giving back, with a mission to improve clients' lives through tailored financial plans[1]. Key Services - Comprehensive Financial Planning: Affiance Financial provides goal-oriented planning that encompasses cash flow, investments, taxes, and risk management to help clients achieve their life ambitions[3]. - Investment Planning: The firm employs a disciplined investment strategy, focusing on asset allocation, active and passive fund management, and diversified, tax-efficient portfolios[3]. - Retirement Income Planning: Guidance is offered for navigating social security, Medicare, pensions, IRAs, and 401(k)s to maximize retirement savings[3]. - Tax Planning: Services include evaluating unique needs and recommending insurance policies for life's uncertainties[3]. - Estate and Legacy Planning: Affiance helps preserve wealth across generations through personalized estate and legacy plans[3]. Company Structure and Values - Ownership: Affiance Financial is 100% owned and operated by a team of professionals, ensuring a multi-generational approach to client service[1]. - Core Values: The firm prioritizes acting as a fiduciary, caring, supporting, delivering results, valuing reputation, and remaining curious[1][2]. - Community Engagement: Affiance supports community organizations through sponsorships and volunteer work, aligning with clients' causes[1].