The Alliance Integrated Advantage at Work: From Scattered to Streamlined.

The Situation: When Rich came to Alliance Wealth Management Group, he was a Director at a large pharmaceutical company and he was looking for a financial advisor who would partner with him to organize his financial accounts and help him get a big-picture view of his current situation and create a plan for his future.

The Solution: When we first met with Rich, he had accounts with 5 different companies and he had no idea how much money he had. We sat down with Rich and helped him organize and consolidate his accounts. We also partnered with him to build a personalized financial plan for his family that allowed him to gain a high-level understanding of his current situation and to develop a detailed plan to help comfort him about the future.

The Result: Now, Rich has become a C-Level Executive in his company. We assist him with complex financial situations like vesting stock options, executive bonuses, and the tax implications of each. We work around his busy schedule to meet with him a couple times a year to make sure his financial plan is up to date and he is still on track to meet his retirement goals. We also help manage his tax liability by providing tax planning when he has a big life event that will have major tax implications.

The Alliance Integrated Advantage Proof: Overall, Rich’s financial situation has improved drastically since we first met and he is much more comfortable with his circumstances.

Corporate Executives - Mobile

The Alliance Integrated Advantage at Work: From Scattered to Streamlined.

The Situation: When Rich came to Alliance Wealth Management Group, he was a Director at a large pharmaceutical company and he was looking for a financial advisor who would partner with him to organize his financial accounts and help him get a big-picture view of his current situation and create a plan for his future.

The Solution: When we first met with Rich, he had accounts with 5 different companies and he had no idea how much money he had. We sat down with Rich and helped him organize and consolidate his accounts. We also partnered with him to build a personalized financial plan for his family that allowed him to gain a high-level understanding of his current situation and to develop a detailed plan to help comfort him about the future.

The Result: Now, Rich has become a C-Level Executive in his company. We assist him with complex financial situations like vesting stock options, executive bonuses, and the tax implications of each. We work around his busy schedule to meet with him a couple times a year to make sure his financial plan is up to date and he is still on track to meet his retirement goals. We also help manage his tax liability by providing tax planning when he has a big life event that will have major tax implications.

The Alliance Integrated Advantage Proof: Overall, Rich’s financial situation has improved drastically since we first met and he is much more comfortable with his circumstances.

Corporate Executives

At Alliance Wealth Management Group we understand the demands and pressures that come along with being a Corporate Executive. Not only are you making high-impact professional decisions on a daily basis, but more than likely you have an investment stake and interest in the company for which you work for. This leaves little time for making personal investment decisions or taking the time to understand and select financial planning strategies to help you reach your goals.

Backed by a team of experienced professionals, working side-by-side, you can rely on the Alliance Integrated Advantage to help you organize your financial goals, ease your investment decision making process, and provide you with executive level planning strategies to ultimately help you achieve every goal in your life from personal to professional.

Corporate Executives depend on Alliance Wealth Management Group for:

Professional Management of Savings and Retirement Investments
Stock options and restricted stock strategies
CPA Prepared Tax Plan & Tax Return
Executive Level Financial Plan prepared by our Certified Financial Planners (CFP)

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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