Deborah Joseph
deb@afgconsultants.com
810-232-2300
1408 W. Hill Road Suite B
Flint, MI 48507
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Debbi is a fiduciary registered with the SEC as an Investment Advisor Representative. As a fiduciary she has a legal obligation to act in her client's best interests. With over two decades in financial, estate, and retirement planning, she also holds multiple licenses including Life, Annuities, and Accident & Health. At Alliance Financial Group, a full-service firm, Debbi takes an individual approach to estate planning, retirement planning, and putting your long-term investment goals above all.
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As a financial professional, Debbi has helped numerous families and individuals with their financial planning journey. The network of experts in her firm as well as across the country help generate ideas and solutions for each client’s situation.
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Over the span of her career in the financial services industry, Debbi discovered a disappointing and common theme. Often, people did not understand the magnitude of the decisions they were facing as they entered retirement. Whether it be retirement planning, income planning or entering the Medicare system, Debbi made a commitment to herself that her clients would never leave her office feeling overwhelmed or in the dark. Her mission was to provide the highest quality of personalized service for her clients, all while bringing clarity to those she serves. She partners with her clients to help them create their own comprehensive estate plan which is then reviewed regularly and revised as the client's situation changes throughout their lives.
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Alliance Financial Group, Inc. is an accredited member of the Better Business Bureau, the Christian
Business Success Network and the National Ethics Bureau.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARYSHIELD™
