Welcome to our website!  We are a Carbondale-based investment services and retirement planning firm serving the Southern Illinois region.  Our LPL financial advisors are experienced professionals, each registered to offer traditional commission-based investing services and fee-based planning and advisory services, as well as insurance products and annuities.  We're a locally owned and operated company comprised of independent advisors capable of designing investment strategies tailored to individual client goals and circumstances.  We came together to serve you through exceptional customer service, non-proprietary products and honest, objective advice.  We're here for you, and we're in it for the long haul.

Comprehensive Investment Planning

Our office offers access to a comprehensive assortment of non-proprietary investment and planning services, including:

• Investments
• Stocks & Bonds
• Mutual Funds & ETFs
• Retirement Planning
• Asset Management through LPL Financial 
• Rollovers
• College Savings Plans
• IRA, Roth IRA, SEP, SIMPLE
• 401(k) and 403(b) Plans
• Insurance & Annuities
• Small Business Retirement Plans
• Asset Allocation
• Separately Managed Accounts
• CDs and Money Markets

If you would like any further information about these topics, or other areas of investing, please call or email us - or stop by our office.  We're located in downtown Carbondale at 115 S. Washington St.  Alliance Investment Planning Group: We can help you make sense of today's investment climate.

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