We Protect And Provide For What You Care About Most.™
Bridge the gap between financial confidence and living your best life.
Learn what it means to have a financial advisor by your side.
STATES
50
PROTECTION IN FORCE
$6,695,893,929
ASSETS UNDER ADMINISTRATION
$1,620,775,807
CLIENTS
11,002²
Note: All figures reflect policies and contracts of the primary servicing agency. ¹Reflects all in-force policies and contracts serviced by this agency as of 12/31/2021. ²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts. 3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2021). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. ⁴Represents Dividends paid in 2021 on Whole Life policies, excluding closed and surrendered policies. ⁵Represents all Life and Disability claims paid in 2021.
Planning with purpose
Every individual has a purpose. It’s your reason for getting up in the morning and what motivates you to take action.
Whatever your ‘why’ - we build a future that aligns your needs, values, and aspirations with the impact you want to have in your world.
Build a Meaningful Career in Financial Services
The financial services industry offers a unique opportunity to combine purpose, flexibility, and long-term growth.
At Alliance Financial Group, you can build a career with support, mentorship, and a team behind you while creating a future for yourself and the families you serve.
Hosted By: Mike Longo ft. Erin Graham
Full episodes available on:
People have a lot of opinions about financial advisors and not all of them are accurate.
In this episode, we break down some of the biggest misconceptions surrounding financial advisors, including the idea that they are just salespeople, pushy networkers, too expensive to work with, or only interested in selling products. We also talk about a major concern many people have before ever reaching out for help: the fear of being judged for their financial decisions.
This conversation dives into what financial advisors actually do, how strong advisory relationships are built, and why education, trust, and client-first service matter so much in the process. We also discuss the difference between self-managing finances and working with a professional, the role of compliance, how referrals shape a practice, and why many people are often doing better than they think.
If you have ever wondered whether working with a financial advisor is worth it, or if you have hesitated because of stereotypes or bad experiences you have heard about, this episode is for you.
Business Casual Podcast
EXCLUSIVE TOOLS
The Living Balance Sheet®
Unlock a new narrative of all things related - finances. Start your wealth building journey right by simplifying the storyboard that narrates your financial life - and keep it all in one safe place. We are proud to provide a one-of-a-kind tool that tracks and reports your finances in real-time, securely stores documentation, plus access to countless educational recourses and calculators to help you maximize your money now and in your future.
Connect the dots between all established accounts with our Wealth Building Account as you monitor your progress, in real-time, on the LBS website or mobile app.
The Wealth Building Account process works in conjunction with the financial plan established and illustrated on your Living Balance Sheet.
Together, you achieve greater clarity into what’s going on in your world but also serves as an effective tracking mechanism to understand how good of a job you are doing in saving, how much excess cash flow is building up into your Wealth Building Account, and how much excess cash flow you have going into the account versus going out. Your “flow” allows your licensed advisor to make accurate determinations on how to optimize the use of that excess money towards your established goals.