• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Phone: (205) 968-3800 / info@allianceplanning.net / Visit Us!

    Complimentary Retirement Kit

    Enter your information to request this Kit including three separate guides that address several retirement topics.

  • Ask Mike Your Retirement Questions!


    Mike Ballard has been in the Insurance and Investment business for the past 32 years. He is an award winning financial advisor, having recently received the 2013 Award for Excellence from Advisors Excel, one of the largest and most prestigious financial services firms in the U. S.

    Ask Mike a Question!
    online form.

    By providing your contact information, you may be offered information regarding the purchase of insurance products.


     

    Contact Us

    Phone: (205) 968-3800

    Fax: (205) 968-3809

    Email: info@allianceplanning.net

    Location:
    One Perimeter Park South
    Suite 318N
    Birmingham, AL 35243




    Request a
    No Obligation Meeting with us!

    Fill out my online form.
    By providing your contact information, you may be offered information regarding the purchase of insurance products.
    Our Services
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Asset Protection
    Upcoming Events
    » View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events. Register Now!

    Resources
    » Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media. Click here

    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.

    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.