• 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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    Complimentary Report

    Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.

  • 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 meet their financial goals through the use of insurance and investment products. We are a financial services firm 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 by 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 suitable recommendations, 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
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    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Securities offered through GF Investment Services. LLC, Member FINRA/SIPC.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    Tax and Legal Disclosure Neither Global Financial Private Capital nor GF Investment Services, LLC. offers tax or legal advice. Individuals are advised to consult with their own CPA and or attorney regarding all tax and legal matters.

    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.