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Thanks for stopping by. We know the process of finding a qualified financial advisor can be confusing and oftentimes overwhelming. We want to make this as simple as possible for you.

Alliance Wealth Management is a Registered Investment Advisory firm located in Carbondale, Illinois. We provide comprehensive financial planning and investment management services to retirees, soon-to-be retirees, sudden wealth recipients, and small business owners.

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First and foremost, we’re a fiduciary and focus on making your financial goals our top priority.

In it’s most basic form, we:

  • Give you clarity on where you’re at currently in your financial life.
  • Help you articulate where you want to be in your future financial life.
  • Implement an actionable strategy to help you get there.

Why should I hire Alliance Wealth Management?

That’s an excellent question. But before we answer that, we want to highlight the reasons why you shouldn’t hire us.

If you’re looking for a financial planner who will trade stocks, bonds, and mutual funds in an attempt to beat the market and make 12% return year after year, you have come to the wrong place. We prefer to stay focused on the things that you can control. We don’t have a crystal ball underneath our desks and can’t predict where the market is going, what the Fed is going to do with interest rates, or what is going to happen in overseas markets.

If, however, you are interested in things like understanding how much you are paying in investment fees, reducing how you pay unnecessary taxes to the IRS, and understanding how much risk you really should be taking in your portfolio, please read on.

Financial planning is our passion, not our job. We are self-proclaimed finance geeks who live and breathe this stuff every single day. When we’re not in the office, we spend time furthering our education on complex financial situations so that we can stay ahead of the curve for our clients. In short, we love what we do.

You should consider hiring Alliance Wealth Management if you want to:

  • Build a plan around your financial goals.
  • Put more of your hard-earned money in your pocket, not into a stock broker’s checking account.
  • Have an investment strategy that actually makes sense to you.
  • Work with a team of award-winning financial planners who are required by law to put your interest first, use technology to simplify your financial life, and help put you in the best possible position to succeed.

How do I know if I’m a good fit for you?

Our guess is that you’ve landed here for one of two reasons:

  1. You currently have a financial advisor, but you’re searching for a second opinion.
  2. Life is starting to get a little bit more complicated and you don’t have the time to balance work, family, and finances.

If this sounds like you, we can help. You can read more about the types of clients we work with here.

How can we work together?

The first step is a 20-minute free chat. Otherwise referred to as a RETIREMENT PLANNING STRATEGY SESSION.

This is simply a time for us to learn about you, your goals, and why you want to hire a financial planner. It’s also a time for you to get to know our team and how we might be able to help you. This is not a time for us to sell you anything. This is not a high-pressured timeshare sales meeting where we’ll be forcing you to sign the dotted line. We want long-term relationships, not a quick transaction. You can schedule your appointment here.

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What do you charge for financial planning services?

As you know by now, we never earn commissions by selling products, but that doesn’t mean we work for free. Depending on your needs and scope of work, we provide three different fee schedules.

  1. A percentage of assets being managed. A fitting solution for wealth management clients with investable assets greater than $500,000.
  2. Monthly retainer. Great for our young professional clients who are in the wealth accumulation phase of their lives.
  3. A one-time project fee. Ideal if you just have a few burning questions but don’t need ongoing financial planning services.

 

Please schedule a 20-minute free chat to discuss our fees in more detail.

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