All consultations provided by our licensed financial professionals are 100% complimentary, with no obligations. You only pay for products you decide to purchase (such as life insurance), that you believe will benefit your financial balance sheet.

Initially, you may meet your licensed financial professional 2-3 times in order to gather and provide the correct information for what you’d like to achieve.

Once you purchase a product (known as a ‘policy’), you will have access to your financial advisor at all times for finance advice. Quarterly and yearly financial checkups are very common to expect once you are a policyholder with Alliance Financial Group.

Ultimately, it’s different for each person. The yearly premium you result in paying depends on how much coverage you are looking for and need. As well as, the particular approach you and your advisor plan on using the product for. Oftentimes, one product can help achieve more than one outcome.

We work with all kinds of individuals in all professions. Everyone needs protection for themselves and their loved ones, and everyone can benefit from accumulating wealth. We encourage you to talk to us and decide if we’re the right fit to get you where you want to be in life.

Most apps in today’s society are modeled around algorithmic commonalities based upon what people ‘need’. This limits your approach and overall growth potential. Aside from that, it’s hard to be an expert in every industry. No matter how much Google you search, it’s can be impossible to find a clear strategy to take. An advisor with Alliance Financial Group gives you the freedom to ask for what you need, and we provide you with the software, education, and guidance, on what and when do take action with your money.

Proper licensing is enforced with every advisor on our team. This will provide you the confidence and trust that every person you speak with is subjected to industry regulation.

Also, our President and CEO believe in a hands-on approach with all our financial professionals at our company. This ensures your planning is structured by industry leaders with over 60+ years of experience combined.