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.
In it’s most basic form, we:
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:
Our guess is that you’ve landed here for one of two reasons:
If this sounds like you, we can help. You can read more about the types of clients we work with here.
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.
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.