Our focus isn’t on how much you make. It’s on what you keep, and build along the way.
Financial stability is more than just an insurance policy. Try a holistic approach with a full-service financial planning enterprise.
Most know a key to financial confidence is managing cash flow – but the strategy to do that isn’t always the obvious one. Discover a fresh way to take a snapshot of your financial situation and we’ll teach you how to build on it.
SELECT PREFERENCE
20-minute advice call with our CEO, Michael Kochis, himself. A 40+ Financial Advisor veteran, and CEO of our firm. No strings attached.
Unlimited access to our planning software, no credit card required.
Alliance Financial Group and our partner, The Guardian Network, have been helping over 27 million families across the United States for 60+ years.
50
STATES
$6,695,893,929
PROTECTION IN FORCE
$1,620,775,807
ASSETS UNDER ADMINISTRATION
11,002²
CLIENTS
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 12/31/2022. ²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts. ²Represents 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 12/31/2022). 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.
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Understanding how your income is spent, what your assets and liabilities are, what your benefits coverage is, and how your cash flow is contributing (or not) to achieving your financial goals is key.
✓ Quarterly reviews for wealth confidence✓ Transition from unconsciously spending to unconsciously saving
✓ 360° view of financial life on a personal website + app
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We work with owners at all stages of their business life-cycle, from assisting the new business owner with a dependable financial foundation to ensuring effortless business succession for transition into retirement.
✓ Unlimited business valuations✓ Revenue & tax efficiency
✓ Group & employee benefits
✓ Planning capital preservation
✓ Exit & succession planning
✓ Charitable Giving
✓ Executive Benefits
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Our commitment to you is to provide a safe and educational space for every aspect of your life - because the truth is, they're all connected to your retirement outcome. Allow your money to grow through financial vehicles that help supplement income now and throughout retirement.
✓ Tax-advantaged, accessible funds + an income tax-free legacy to beneficiaries✓ Not affected by government programs
✓ Can be transferred or pledged as collateral for a loan
✓ Remains insulated from market fluctuations
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Build an investment portfolio that everyone talks about. You deserve a comprehensive, consulting approach. We provide a user-friendly platform experience with licensed financial advisors that build a trustworthy portfolio for you, so you can focus on living your life.
✓ Objective & flexible wealth management solutions✓ Simplified technology for repeatable growth, management, and service modeling
✓ Team of professionals strategizing with you as your life changes
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Physician planning is our specialty. We work with physicians at all stages to help ensure they are repaying loan debt efficiently, implementing wealth-building strategies, and protecting their future wealth for a life well-deserved.
✓ Loan Repayment Strategies
✓ New Income Budgeting & Optimizing
✓ Graduating Residency & Beyond
✓ Disability & Life Insurance
✓ Benefit Selections
✓ Revenue & Tax Efficiency
Take the next step — you have nothing to lose.
Talk to a licensed professional at no cost, who can help build a plan around your needs.