Financial Planning For Families

Families face a balancing act when it comes to setting and meeting long term financial goals. The balancing act often involves retirement planning vs college funding, plus the long term care of elderly parents.

What's Your Goals

Alliance Investment Planning Group helps you define your goals and create a plan that can balance all of your families concerns. To do this we develop a financial plan that often includes a review and
recommendations on the following:

• Budgeting
• Retirement Planning
• College Funding for Children
• Continuing Education Expenses
• Estate Planning
• Life Insurance Needs
• Disability Coverage
• Investments
• Other

Our Process

Alliance Investment Planning Group provides Financial Planning through LPL Financial as a stand alone service or in conjunction with ongoing investment management.

Prior to developing your financial plan we will meet with you to learn about your goals and objectives. We will then request that you provide us with financial information and other pertinent documents so we can begin your plan.

You and your Advisor will work closely together to ensure that we capture all your goals, concerns and time tables.