One Stop. Many Options.

Preparing for retirement should create anticipation, not anxiety. That’s where we come in.

YOUR DREAMS ARE OUR FOCUS

At Alliance Wealth Management Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy that addresses your needs and concerns.

We use insurance products, such as fixed annuities, and a variety of investment vehicles to help you build a comprehensive financial plan. 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.

Alliance Retirement Plan

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts

Probate

Charitable Giving

Estate Planning

Tax Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Ready to take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at
(205) 968-3800(Birmingham)
(256) 880-0659(Huntsville)

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