What Services Do We Provide?
We Protect And Provide For What You Care About Most.™
We help individuals, families, and business owners make smarter financial decisions through personalized planning, protection strategies, and long-term wealth building.
Services
Financial Planning & Cash Flow Strategy
Insurance & Asset Protection
Retirement & Investment Planning
Tax-Efficient Strategies
Estate & Legacy Planning
Business Planning & Buy-Sell Strategies
Every financial decision impacts the next. Our role is to help you connect the dots, avoid costly mistakes, and build a strategy that aligns with what matters most to you.
Whether you're just getting started or looking to optimize what you've already built, we’ll help guide you with clarity and confidence.
Fill out the short form to learn more. We’ll follow up with personalized insights based on your goals.
*Your information is kept completely private and secure. We do not sell or share your data.
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.
Jerry Hemmer,CLTC®, CExP®
Guidance Built Around What Matters Most
President | 15+ Years Experience
Financial Planning
Retirement Strategies
Business Planning
Jerry Hemmer helps individuals, families, and business owners simplify financial decisions through personalized planning strategies focused on protection, growth, and long-term confidence.
Protection Planning
Helping protect income, family, and lifestyle from unexpected risks.
Retirement & Wealth Strategies
Building long-term financial clarity through personalized investment and retirement planning.
Business & Legacy Planning
Supporting business owners with succession, protection, and future-focused strategies.
Visiting From Tonight’s Game?
Thanks for participating in our Alliance Financial Group in-game promotion.
Schedule a complimentary conversation to learn how we help individuals and families build strategies around:
Retirement
Insurance protection
Cash flow planning
Wealth building
Legacy goals
Jerry Hemmer is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC.