Northern Alliance Financial

Northern Alliance Financial Our mission is to educate, inspire, and guide individuals toward the financial independence they deserve in retirement.

At Northern Alliance Financial, we are committed to helping you conquer your retirement with confidence and clarity. We work closely with our clients to develop financial strategies that allow them to enjoy their retirement years. Through our educational seminars and workshops held throughout the area, we provide actionable insights on preserving wealth, optimizing financial strategies, and planni

ng for a secure future. Our dedicated team works to empower clients by offering guidance through comprehensive financial services, including:

✔️ RETIREMENT INCOME PLANNING
✔️ PORTFOLIO MANAGEMENT
✔️ TAX PLANNING
✔️ MEDICARE PLANNING
✔️ LEGACY & ESTATE PLANNING

We also bring retirement education directly to your screen with 𝘾𝙤𝙣𝙦𝙪𝙚𝙧𝙞𝙣𝙜 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩, our weekly TV show. Tune in to learn strategies for achieving your financial goals:

📺 WGME CBS: Saturdays at 7:30 am
📺WPFO Fox (Portland): Sundays at 10:30 am
📺WMTW ABC: Sundays at 12:30 pm
📺WFVX Fox (Bangor): Sundays at 9:00 am
📺WPXT CW (Portland): Sundays at 9:30 am
📺WVII ABC (Bangor): Sundays at 11:00 am
📺WCSH NBC: Sundays at 10:00 am and Saturdays at 12:00 pm

In addition to TV, we host the 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙎𝙖𝙛𝙖𝙧𝙞 radio show and podcast, providing more in-depth discussions on financial strategies for retirement. You can listen on:
🎙️ WGAN: Saturdays at 8:00 am
🎙️WGAN/WBAE: Saturdays at 1:00 pm and Sundays at 10:00 am
🎙️WVOM/WVQM: Saturdays and Sundays at 7:00 am

Our 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 is to educate, inspire, and guide individuals toward the financial independence they deserve in retirement.

Lance and the team are on set to prove that retirement planning conversations don't have to feel overwhelming. 📺"Conquer...
06/03/2026

Lance and the team are on set to prove that retirement planning conversations don't have to feel overwhelming. 📺

"Conquering Retirement" is built around breaking down complex financial topics into practical, real-world discussions covering income planning, Social Security, taxes, market volatility, and more. Lance Gilman and the Northern Alliance Financial team continue helping viewers better understand the decisions that shape retirement.

Catch episodes on:
• NBC — Saturday at noon
• NBC — Sunday at 10 am, 11 am & 11:30 am
• ABC — Sunday at 12:30 pm
• FOX Portland — Friday & Sunday at 10:30 am
• FOX Bangor — Sunday at 9 am & 10:30 am
• ABC Bangor — Sunday at 11 am
• CBS — Saturday at 7:30 am
• CW Portland — Sunday at 10:30 am

06/01/2026

A Roth conversion can help create tax-free retirement income later on... but converting too much at once may create unintended consequences.

Large conversions can increase taxable income for the year and potentially push Medicare Part B premiums higher in future years.

That’s why retirement tax planning often focuses on strategy and timing instead of making one large move all at once.

Sometimes smaller, gradual adjustments can create more flexibility over time.

05/29/2026

Not all financial professionals operate under the same standard of care.

A fiduciary advisor is held to a legal and ethical obligation to act in the client’s best interest when making recommendations. This standard shapes how strategies are evaluated and presented, with a focus on aligning advice with the client’s goals and needs.

Understanding this distinction can be an important part of evaluating financial guidance, especially when making long-term decisions related to retirement, income, and overall planning.

Catch more conversations streaming on Spotify and Apple Podcasts.

05/27/2026

Required Minimum Distributions (RMDs) are a key consideration for pre-tax retirement accounts.

Without prior planning, larger account balances may lead to larger required withdrawals, creating a higher tax burden later on. Proactive strategies, such as evaluating distributions ahead of time, can help manage how these withdrawals unfold over time.

Understanding RMD rules and their impact is an important step in building a well-rounded retirement plan.

Memorial Day honors those who made the ultimate sacrifice in service to our country.As we spend time with family and com...
05/25/2026

Memorial Day honors those who made the ultimate sacrifice in service to our country.

As we spend time with family and community, we pause to recognize those who gave everything in service to others.

Wishing everyone a meaningful Memorial Day.

05/22/2026

Managing investments is one thing. Planning for retirement is another.

Many people have someone overseeing their portfolio, but fewer have a plan that connects income, taxes, healthcare, and long-term goals into one clear strategy. That difference often becomes more noticeable as golden years draw closer.

Seeing the full picture can change how retirement planning is approached. Catch more discussions like this with episodes of "Conquering Retirement" on our YouTube channel. 🧑‍💻

05/20/2026

Although it is a simple question, it is one that often gets overlooked: "Does the current investment strategy match your comfort level?"

But one that often gets overlooked. Many portfolios are built on assumptions or outdated goals, not on how someone feels about market ups and downs today.

Taking a closer look at risk can help align the strategy with your expectations and create a clearer path forward. Our quick assessment can help bring that into focus.

Click the link in bio.

05/18/2026

How much does it truly cost to live each month?

That number is often more complex than expected. It includes the basics that keep everything running, but it also includes the lifestyle choices that make retirement meaningful. Separating those into essential needs and discretionary spending creates a clearer picture of what income needs to support.

From there, planning becomes more focused. Instead of guessing, the strategy is built around real numbers, real goals, and a better understanding of how everything fits together over time.

05/14/2026

For higher-income earners, retirement contribution strategies can become more nuanced.

Even when Traditional IRA deductions aren’t available, contributions may still support a larger tax planning approach. Strategies, like Roth conversions, can shift how future growth and distributions are taxed, potentially creating more flexibility down the road.

Because smart planning isn’t just about today’s deduction; it’s about tomorrow’s outcome.

Watch "Conquering Retirement" Sundays at 10, 11, and 11:30 am on NBC for more insights.

05/12/2026

Market fluctuations can challenge even the most well-thought-out strategies, especially when emotions start to influence decisions.

Staying aligned with a plan often requires stepping back and focusing on the bigger picture rather than reacting to short-term movement.

Clear planning can help turn emotional moments into more measured ones.

Catch more conversations streaming on Spotify and Apple Podcasts.

Address

95 Main Street, Suite #102
Auburn, ME
04210

Website

http://linktr.ee/northernalliancefinancial

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