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    Complimentary Retirement Kit

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

  • 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.


    Strategies for Financial Independence

    It is important to feel you have control over your future. At Alliance Wealth Management Group, we offer our experience and knowledge to help you design your own strategy for financial independence.

    Contact us today to schedule a no-obligation meeting! Call us at (205) 968-3800 or connect with us online at info@allianceplanning.net.


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    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


    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.

    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.