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  • Here's our Story. We're looking forward to hearing yours.

    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.

    Mike has been in the financial industry for the past 39 years.  He had an accomplished career at Protective Life Corporation, serving as President/CEO of ProEquities, Inc., a registered broker/dealer.  He built that firm from a start-up to one with 1,100 financial planners around the country.  Mike also served for a number of years on The Children’s Hospital of Alabama Foundation Board of Directors.  In addition, he served as the board’s President and was also appointed to The Hospital’s Board of Trustees.  

    After a long career with Protective Life, Mike chose to create Alliance Wealth Management Group 16 years ago.  He saw that near-retirees lacked the necessary direction to make their retirement dreams a reality.  By using his experience and knowledge of the insurance and investment industries, he helps clients work toward their financial goals.

    Mike lives in Birmingham with his wife of 34 years, Mary. They have 2 adult children and one grandchild. Mike is an accomplished marathon runner and has completed 20 marathons.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@allianceplanning.net or call us at (205) 968-3800 today!

    Contact Us

    Phone: (205) 968-3800

    Fax: (205) 968-3809

    Email: info@allianceplanning.net

    One Perimeter Park South
    Suite 318N
    Birmingham, AL 35243

    Our Services
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Asset Protection
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    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.

    Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Alliance Wealth Management Group are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.