Aligned Financial: Your Partner in Life, Wealth & Business Success
Where your life goals, financial dreams, and business ambitions come together under one comprehensive strategy. We don't just manage money—we align it with what matters most to you.
Schedule Your Free Discovery Call
Align Your Life with Confidence
Comprehensive Protection for What Matters Most
Life happens unexpectedly. That's why our Aligned Life solutions provide robust insurance coverage tailored to your unique circumstances and concerns.
Customized life insurance plans to protect your loved ones
Comprehensive health coverage options for every stage of life
Specialized Medicare guidance for confident healthcare decisions
Hospital indemnity plans that provide financial security during medical events
Build a Strong Financial Foundation
1
Retirement Planning
Create a future where your financial needs are met and your retirement dreams become reality. Our strategies focus on sustainable growth, protection, and income generation.
2
Estate Planning
Preserve your legacy and ensure your wealth transfers according to your wishes. We help structure your estate to minimize taxes and maximize what you leave to loved ones.
3
Annuities & Investments
Leverage insurance-based investment strategies that provide growth potential with built-in protection features, creating balanced portfolios aligned with your risk tolerance.
Our financial strategies are designed not just to grow your wealth, but to align your money with your values for lasting financial freedom and peace of mind.
Empowering Business Owners to Thrive
Business Formation
Start with the right legal structure and financial foundation to maximize your business potential and minimize liability risks.
Funding Readiness
Prepare your business for investment opportunities with strategically organized finances and compelling growth projections.
Wealth Building
Transform your business success into personal wealth through tax-efficient strategies and integrated personal-business planning.
Why Choose Aligned Financial?

Our Fiduciary Commitment
Unlike many financial firms, we operate as fiduciaries 100% of the time. This means we're legally obligated to put your interests first—always. No exceptions, no compromises.
A Truly Holistic Approach
Life, finances, and business don't exist in separate silos—and neither should your planning. Our integrated approach ensures all aspects of your financial life work together harmoniously.
Transparent & Ethical
We believe in complete transparency about how we're compensated and the recommendations we make. You'll always understand exactly what you're paying for and why.
Meet Our Founder
"Aligned Financial was founded with a simple mission: to help people create meaningful wealth that supports the life they truly want to live. It's not just about numbers, it's about aligning money with values."
With over a decade of combined experience in financial services, insurance, and business development, Nina Brown brings a unique and well-rounded perspective to Aligned Financial. Her diverse expertise allows her to craft strategic solutions that empower clients to build wealth, protect what matters most, and scale their businesses with confidence.
Nina is deeply committed to community impact. She actively participates in local investment initiatives and volunteers her financial knowledge to support small business owners and nonprofit organizations—ensuring they not only survive, but thrive.
At Aligned Financial, Nina’s mission is simple: to provide accessible, intentional financial strategies that lead to long-term success.
How We Work With You: Our Proven Process
1
Discovery
We start with a complimentary call to understand your unique situation, goals, and challenges. This is about listening first—understanding what success means to you.
2
Strategy Development
Our team creates a customized plan addressing your priorities across life insurance, financial planning, and business needs. We present clear options with transparent pros and cons.
3
Implementation
We handle the heavy lifting to put your plan into action, coordinating with other professionals like attorneys or CPAs as needed to ensure seamless execution.
4
Ongoing Alignment
Regular review meetings keep your strategy on track as life evolves. We proactively adjust your plan to address new opportunities and changing circumstances.
Client Success Stories
The Johnsons: Retirement Reimagined
After 35 years of hard work, the Johnsons worried their savings wouldn't support their retirement dreams. Our integrated approach helped them optimize Social Security, establish reliable income streams through annuities, and create a legacy plan for their grandchildren's education.
Riverfront Brewing: From Startup to Success
When Mike and Sarah launched their craft brewery, they had passion but limited business experience. We helped structure their business for growth, implement key-person insurance, and create an exit strategy that will eventually fund their early retirement.
Ready to Align Your Financial Future?
10+
Years Experience
Combined expertise in financial services, insurance, and business development
97%
Client Retention
Our clients stay with us because we deliver results aligned with their goals
$0
Initial Consultation
Take the first step toward financial alignment with no obligation
Contact Us
Get in Touch
We're ready to help you align your financial goals with what matters most to you. Reach out today to start the conversation.
Phone: (469) 669-5820
Email: info@alignedfinancialgrp.com
Address: PO Box 57321, Dallas, Texas ,75235
Office Hours
Monday-Friday: 9am-5pm
Saturday: By appointment only
Sunday: Closed

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Connect with us on social media for financial insights, company updates, and community involvement opportunities.
Facebook: @AlignedFinancialPartners
Instagram: @AlignedFinancial