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
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.
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.
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.
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.
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.
Reviews (3)
Roy Fraser
Jan 09, 2021
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After attending a number of seminars on retirement planning and money management over the last year, my wife and I knew that we needed to sit down with a professional to have a conversation about our investments and our future looking towards retirement. I mentioned this to a friend of mine and he said “do yourself a favor and speak with my guy” We contacted Mike the next day to schedule a consultation. I worked a retail schedule and Mike was glad to meet with us after hours. After the 3 of us getting to know each other, we decided to form a partnership, an Alliance, to plan our future. Mike
Ray Brooks
Jul 08, 2020
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In December 2014, my wife and I attended a dinner we were invited to with Alliance Wealth Management. After listening to Mike Ballard tell everyone about Alliance and how they can help people build wealth for retirement, we made one of the best decisions we’ve ever made in our lives. Mike and his team have helped my family get our finances to the point where we no longer worry/wonder if we’ll ever be able to retire and do so comfortably. Mike has always given great advice and lead us down a path that was designed for our specific financial situation. Paying off our house and putting two boys
Richard Cooper
Oct 17, 2019
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