The Alliance Integrated Advantage: Helping Working People Retire

The Situation: When Jim and Carol came to Alliance Wealth Management Group, they were in their mid-50s and preparing to retire within the next few years. Jim was a Marketing Director at a local pharmaceutical company and needed assistance with employee stock options and managing his retirement accounts. Carol owned and managed a small boutique and was looking for help managing her books and her taxes. They were looking for a team of advisors who could help them plan for retirement and ensure they were on track to meet their life goals.

The Solution: When we first met with Jim and Carol, they had been working for over 35 years and had been saving since their 20s. We sat down with them to discuss the things they want to do in retirement and together, we came up with a plan to help them be successful. Jim and Carol met with their financial advisor and their CPA to gain a full view of their retirement outlook and best manage their tax expense. We also helped Jim make tax-efficient decisions when dealing with his stock options and we took over the management of his investment accounts to ensure they are properly managed. We also helped Carol organize her business’s books and ensured she was avoiding unnecessary tax payments and penalties.

The Result: Now, Jim and Carol are retired. They spend their days with their young grandchildren and they enjoy traveling abroad. We meet with them a few times a year to ensure their financial plan is updated and they are on track to meet their objectives and maintain their lifestyle. In these meetings, their CPA is also available to discuss any tax-related questions they have and to assist in the planning process.

The Alliance Integrated Advantage Proof: In addition to investment management, Jim and Carol utilized our financial and tax planning services to help ensure a successful retirement. They are living comfortably and enjoying retirement.

Retirees - Mobile

The Alliance Integrated Advantage: Helping Working People Retire

The Situation: When Jim and Carol came to Alliance Wealth Management Group, they were in their mid-50s and preparing to retire within the next few years. Jim was a Marketing Director at a local pharmaceutical company and needed assistance with employee stock options and managing his retirement accounts. Carol owned and managed a small boutique and was looking for help managing her books and her taxes. They were looking for a team of advisors who could help them plan for retirement and ensure they were on track to meet their life goals.

The Solution: When we first met with Jim and Carol, they had been working for over 35 years and had been saving since their 20s. We sat down with them to discuss the things they want to do in retirement and together, we came up with a plan to help them be successful. Jim and Carol met with their financial advisor and their CPA to gain a full view of their retirement outlook and best manage their tax expense. We also helped Jim make tax-efficient decisions when dealing with his stock options and we took over the management of his investment accounts to ensure they are properly managed. We also helped Carol organize her business’s books and ensured she was avoiding unnecessary tax payments and penalties.

The Result: Now, Jim and Carol are retired. They spend their days with their young grandchildren and they enjoy traveling abroad. We meet with them a few times a year to ensure their financial plan is updated and they are on track to meet their objectives and maintain their lifestyle. In these meetings, their CPA is also available to discuss any tax-related questions they have and to assist in the planning process.

The Alliance Integrated Advantage Proof: In addition to investment management, Jim and Carol utilized our financial and tax planning services to help ensure a successful retirement. They are living comfortably and enjoying retirement.

Retirees & Pre-retirees

Throughout the many stages of life, you’ll probably find yourself changing views on your retirement and the goals you have in order to achieve it. While for some, retirement is in the near future, others may feel that they have plenty of time to make decisions and put a plan in place to get them there. Regardless of where you fall within the retirement planning spectrum, Alliance Wealth Management knows the importance of identifying your retirement goals and implementing the necessary steps to help you get there - no matter how soon or far away this next phase of your life is. Through the delivery of the Alliance Integrated Advantage, our team is able to help you prepare for your future and grow with you as you enter each phase of the planning process, as well as work alongside you as you enter retirement.

Our priority is to bring you peace of mind when planning for retirement through in-depth focus on:

Professional Management of Savings and Retirement Investments
CPA Prepared Tax Plan & Tax Return
Personalized financial plan prepared by our Certified Financial Planners (CFP)
Social Security and Retirement Success Strategies

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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