• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
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    Phone: (205) 968-3800 / info@allianceplanning.net / Visit Us!

    Complimentary Retirement Kit

    Enter your information to request this Kit including three separate guides that address several retirement topics.

  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.


    Alliance Wealth Management Group works with friends and neighbors throughout the greater Birmingham area to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

    With Alliance Wealth Management Group, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    Contact us at info@allianceplanning.net or call us at (205) 968-3800 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.



    Mike Ballard

    Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
    learn more about Mike
    Our Services
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Asset Protection
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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Alliance Wealth Management Group are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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