The Alliance Integrated Advantage: a Win/Win for Business Owners

The Situation: Bill is the owner of a successful consulting company. He came to Alliance Wealth Management Group seeking a team of advisors to help him with both personal and business finances. His bookkeeper retired and he was struggling to maintain his books on his own. Because of this, his personal finances were also suffering due to his inability to keep up with the markets and manage his portfolio. Bill was looking for an advisor who would partner with him to get organized and create a roadmap for his future.

The Solution: Upon meeting Bill, he shared that his stress levels were at an all-time high and was struggling to keep his head above water… Thankfully, we provided Bill with the Alliance Integrated Advantage where he has a financial advisor and accountant sitting side-by-side, working with him to develop a plan on how to best manage his business and personal finances. We helped him develop a financial plan for his personal future, ensuring all his goals are within reach. Bill also meets with his Alliance CPA regularly to help manage his books and consult on tax and other business-related accounting topics.

The Result: Now, Bill’s business is as successful as ever, and his stress levels are considerably reduced! Since he’s more comfortable with his financial situation, he can spend more time providing the best service to his clients. Bill’s Alliance Financial Advisor and CPA continually work together to provide a tax plan to minimize his tax expense and ensure he remains on track to meet his retirement goals.

The Alliance Integrated Advantage Proof: Bill is much more comfortable with his situation than when we first met. Meeting regularly with his Financial Advisor and CPA, who work as a team, has drastically increased his confidence for the future, and in turn, helps him better serve his clients - it’s a win/win!

Business Owner - Mobile

The Alliance Integrated Advantage: a Win/Win for Business Owners

The Situation: Bill is the owner of a successful consulting company. He came to Alliance Wealth Management Group seeking a team of advisors to help him with both personal and business finances. His bookkeeper retired and he was struggling to maintain his books on his own. Because of this, his personal finances were also suffering due to his inability to keep up with the markets and manage his portfolio. Bill was looking for an advisor who would partner with him to get organized and create a roadmap for his future.

The Solution: Upon meeting Bill, he shared that his stress levels were at an all-time high and was struggling to keep his head above water… Thankfully, we provided Bill with the Alliance Integrated Advantage where he has a financial advisor and accountant sitting side-by-side, working with him to develop a plan on how to best manage his business and personal finances. We helped him develop a financial plan for his personal future, ensuring all his goals are within reach. Bill also meets with his Alliance CPA regularly to help manage his books and consult on tax and other business-related accounting topics.

The Result: Now, Bill’s business is as successful as ever, and his stress levels are considerably reduced! Since he’s more comfortable with his financial situation, he can spend more time providing the best service to his clients. Bill’s Alliance Financial Advisor and CPA continually work together to provide a tax plan to minimize his tax expense and ensure he remains on track to meet his retirement goals.

The Alliance Integrated Advantage Proof: Bill is much more comfortable with his situation than when we first met. Meeting regularly with his Financial Advisor and CPA, who work as a team, has drastically increased his confidence for the future, and in turn, helps him better serve his clients - it’s a win/win!

Business Owners

At Alliance Wealth Management Group we understand that owning and managing a successful business has enough pressures. Making critical decisions that will not only impact your financial future, but those of your team and employees can be overwhelming and confusing. Through the professional management of both individual and business investments, Alliance Wealth Management Group works as a strategic partner to ensure you are identifying and achieving your financial goals while growing your business. Our business accounting services enable continual support to the critical operations of your business finances, while guiding you through your long-term goals and vision. In addition, our Certified Financial Planners are here to provide executive level financial plan preparation and guidance to support the evolving needs of your business while keeping your financial goals at the forefront. Working in partnership with you we free up your time so that you have more time to run your business and enjoy your life.

The examples presented above are hypothetical in nature and are presented solely for informational purposes. These examples do not represent decisions made by Alliance Wealth Management Group. Please contact a financial advisory professional before making any investment.

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