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Alliance Investment Planning-Logo
  • About 
    • About Us
    • Our Philosophy
    • Our Process
  • Our Services 
    • Investments
    • Retirement Planning
    • Asset Management
    • Insurance & Risk Management
    • Tax Mitigation & Harvesting
    • Charitable Giving
  • Our Team 
    • Bob Loucks
    • Randall Bastien
    • Brad Wills
    • John Alongi
    • Eric Clutts
    • Brenta Bevis
  • Resources 
    • Blog/Articles
    • Video Library
    • LPL Account View
    • Useful Websites
  • Contact

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  • Help Build Financial Independence Through Alliance

    We help clients pursue their financial goals by providing customized investment, retirement planning, and wealth management services.

     

  • Help Build Financial Independence Through Alliance

    We help clients pursue their financial goals by providing customized investment, retirement planning, and wealth management services.

     

  • Help Build Financial Independence Through Alliance

    We help clients pursue their financial goals by providing customized investment, retirement planning, and wealth management services.

     

   

Why Us?

We’re passionate about providing outstanding service to our clients while helping them manage their financial challenges.

 

About Us

We are dedicated to providing investment management and strategic wealth planning customized for your specific situation. Simply put, we strive to earn your trust each and every day.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

We practice a goals-based planning process in order to formulate more robust and financially secure recommendations. Through client discussions, we create and periodically update a financial plan designed to pursue your objectives in a cost and tax efficient manner.

OUR SERVICES

We provide a comprehensive set of financial planning and wealth management services in order to offer our clients a turnkey strategy to their financial needs.

 

Investments

Investment portfolios are matched to client risk-levels in an attempt to provide the best return possible for the amount of risk a client is comfortable taking. Stocks, bonds, mutual funds, ETF’s, and money markets may be used to construct suitable investment portfolios.

 

Retirement Planning

For today’s generation, retirement planning has become more important yet more complex due to longer lifetimes and fewer company pensions. We employ IRA’s, SEP’s/SIMPLE’s, 401(k)/403(b) rollovers, and annuities to help clients plan for financially secure retirements.

 

Asset Management

Our financial professionals manage client assets using fee-based advisory platforms as well as commission-based brokerage accounts. A variety of investment platforms are available, including locally-managed open architecture platforms and team-managed advisory platforms featuring several third-party asset managers.

 

Insurance & Risk Management

Transferring risk while protecting your family and assets through strategic use of life and long-term care insurance is integral to any financial plan. Our firm works with many top insurance carriers to help manage risk for our clients.

 

Tax Mitigation & Harvesting

Understanding and mitigating taxes is paramount to optimizing investment returns and retirement income plans. We work with clients to structure tax-efficient investment plans and employ tax-loss harvesting when appropriate.

 

Charitable Giving

We assist clients wishing to leave a legacy by establishing charitable giving or philanthropic programs. Possibilities include donor-advised funds, personal or community foundations, scholarships, trusts, and estate planning.

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Our Team

Each member of our team brings a specialized set of skills, perspectives, and experiences to the table.

Eric Clutts

LPL Financial Advisor

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Eric Clutts

Email: eric@allianceinvestmentplanning.com

Born and raised in Southern Illinois, Eric has been a registered investment advisor representative and registered securities representative since 1993. He began his career in the securities industry with the highly respected St. Louis-based wirehouse firm A.G. Edwards & Sons, but transitioned to the independent side of the business with LPL Financial after going through two large bank buyouts in a period of 18 months. The focus of Eric’s practice is helping clients prepare for and transition into retirement through an individualized planning approach with adherence to proper risk management. His practice is almost exclusively fee-based and has been since 2001.

Bio

Brenta Bevis

Office Manager

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Brenta Bevis

Email: brenta@allianceinvestmentplanning.com

Brenta Bevis began her career in the financial services industry with A.G. Edwards & Sons in 2006.  She joined Alliance Investment Planning Group in April of 2008 as Office Manager.  Brenta has over 20 years of administrative experience and is an LPL registered administrative assistant..

Brenta and her husband, Tom, were born and raised in Southern Illinois. They have chosen this area to raise their two sons, Jonathan and Andrew. The Bevis family currently resides in Ava, Illinois. Jonathan is a graduate of Southern Illinois University with a Bachelor’s of Biological Sciences and a minor in business. Andrew is also a Southern Illinois University graduate with a Bachelor’s of Science in Architectural Studies. 

Brenta’s husband Tom is employed at Dorma Architectural Hardware in Steeleville, IL as the Materials Manager.  Tom is also an ordained minister and has pastored Truth Tabernacle in Ava, IL for the past 19 years.  Brenta, having a love for children, is the director of the Kid’s Power Hour as well as the Women’s Ministry at Truth Tabernacle.  She and her family are also musicians in the church.

Brenta is very involved in the day to day operations at Alliance Investment Planning Group and is excited to be a part of this growing business.

Bio
Photo of team member

Bob Loucks

CFP®, LPL Branch Manager, LPL Financial Advisor

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Bob Loucks

Email: bob@allianceinvestmentplanning.com

Bob Loucks began his career as a financial advisor in 1999 with A.G. Edwards & Sons. He is currently an independent LPL Financial Advisor with Carbondale, IL based Alliance Investment Planning Group. Along with 3 others, Bob formed Alliance Investment Planning Group in December 2007. Alliance Investment Planning Group is a full-service investment and planning firm utilizing the services of LPL Financial, the nation's largest independent broker/dealer. (As reported in Financial Planning Magazine June 1996-2017, based on total revenue.) 

In 2005, Bob successfully completed the requirements established by the Certified Financial Planners Board of Standards and earned the designation of CERTIFIED FINANCIAL PLANNERTM. As an independent CFP®, Bob is able to assist clients in developing investment plans to help pursue their present and future financial needs, ranging from wealth accumulation to wealth transfer (i.e., estate planning). 

Bob and his wife Debbie reside in DuQuoin, IL. They have 1 daughter, Brandy, a son-in-law Curt Metten and 2 grandchildren, Luke Thomas and Lily Marina. Brandy completed the Masters of Business Administration (MBA) program at Southern Illinois University (SIU) and is a pharmaceutical representative. Her husband, Curt, is a banking executive with Regions Bank in DuQuoin, IL. Luke is now a freshman at Kansas University (Rock-Chalk Jayhawk). Lily is a sophomore at DuQuoin High School.
Bob retired from Coca-Cola in 1997 after 20 years of managing sales centers in Illinois and Indiana. Bob enjoys family activities, playing golf, and watching baseball (the Chicago Cubs!).

Bio
Photo of team member

Randall Bastien

LPL Financial Advisor

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Randall Bastien

Email: randall@allianceinvestmentplanning.com

In 2003, Randall Bastien began his career as a financial advisor with A.G. Edwards & Sons in Carbondale, IL.  Mr. Bastien transitioned to Alliance Investment Planning Group, a firm he founded along with 3 partners, in December of 2007.  He is currently an independent LPL Financial Advisor working for Alliance Investment Planning Group, which utilizes LPL Financial, the nation’s largest independent broker/dealer.*

Randall is a registered securities representative as well as a registered investment advisor representative (with LPL Financial), offering access to commission-based investments, fee-based planning and advisory services, and insurance products such as annuities, life & health, and long-term care.  Being an Accredited Asset Management Specialist (AAMS), Mr. Bastien is capable of providing all types of investing and retirement planning services.
Before becoming a financial advisor, Randall spent 28 years as a self-employed, third generation owner/operator of Bastien Seed Company in Vergennes, IL. 
Mr. Bastien lives in DuQuoin, IL with his wife (of 36 years) Carol.  They have 2 sons - Nolan of Indianapolis, IN, and Collin of Nashville, TN.  Nolan is a fireman and his wife Jennifer teaches 6th grade Art.  They have 2 daughters - Avery and Olivia.  Collin works as a contract auditor for General Dynamics and his wife Abby is in the music entertainment business.  Randall is a lifelong resident of Southern Illinois.  He enjoys being outdoors in beautiful Southern Illinois and is a year-round duck hunting enthusiast.


* As reported in Financial Planning Magazine, 1994 - 2019, based on total revenue.

 

Bio

Resources

Check out these resources for helpful financial information and insights.

 

Blog/Articles

 

Video Library

 

LPL Account View

 

Useful Websites

Contact Us

Interested in learning more?.
We would be happy to answer your questions or set up an appointment for you. Contact Information:

Phone: 618-519-9344
Fax: 618-519-9349
Toll Free: 866-267-2591

Email: brenta@allianceinvestmentplanning.com

115 S. Washington St., Carbondale, Illinois 62901

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