Handy tools and information to make your finances work for you, compliments of Superior Alliance Financial Consulting.

Helpful Resources

At Superior Alliance Financial Consulting, we believe that everyone needs a financial planning strategy at every stage of their journey.

We’ve provided some resources that our clients find helpful. With our goal to educate and inform our clients, there’s much more like this available! We’re always happy to answer questions and help to make finances work for you.

Early Stages

Young, single professional

Typical ages 22 to 30

First Job
Begin Saving
Establish Credit
Marriage
Starter Home

Mid Stages

Proud parents

Proud parents

Balance Cash Flow
Upgrade Home
Child Education Expenses
Insurance

Early Stages

Pre-retirement

Typical ages 45 to 59

Pay Off Debt
Increase Savings
Care For Parents
Reassess Estate Plan

retirement

Making sure the money lasts

Typical age 60+

Move from Saving to Spending
Generate Income
Health Care
Wealth Transfer

Handy Information Sheets

It doesn’t matter whether you’re a beginner or have been investing for many years, it’s never too early or too late to start asking questions. Follow the links below to find more information on:


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