Alliance Wealth Management Group, LLC was formed with a singular focus: To help people nearing retirement or already in retirement plan their financial future. We call it income planning, and we specifically create an Alliance Income Plan for each client. It takes a collaborative effort with our clients to produce a financial plan where the focus remains squarely on what you want to accomplish with your money.
Some of what we do is art; some is science. Products and strategies vary because family financial situations vary. We don't believe that a cookie cutter approach works, therefore, each plan is customized. We use a variety of insurance and investment products to diversify our client's assets to keep them on the path of financial independence.
Some of what we do is art; some is science. Products and strategies vary because family financial situations vary. We don't believe that a cookie cutter approach works, therefore, each plan is customized. We use a variety of insurance and investment products to diversify our client's assets to keep them on the path of financial independence.
Services
Our Mission
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We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do. Alliance Wealth Management Group works with friends and neighbors throughout Alabama and beyond to help them work toward their financial goals through the use of insurance and investment products.
Services
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That's where we come in. We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets - we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Media
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Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by our firm of the sponsors of the site or the products presented on the site.
Contact
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By providing your contact information, you may be offered information regarding the purchase of insurance products. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Visit Us
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Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy! It's never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.
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