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Here's our Story. We're looking forward to hearing yours.

Alliance Wealth Management Group, LLC was formed with a singular focus:  To help people nearing retirement or already in retirement plan their financial future.  We call it income planning, and we specifically create an Alliance Income Plan for each client.  It takes a collaborative effort with our clients to produce a financial plan where the focus remains squarely on what you want to accomplish with your money.

Some of what we do is art; some is science.  Products and strategies vary because family financial situations vary.  We don’t believe that a cookie cutter approach works, therefore, each plan is customized.  We use a variety of insurance and investment products to diversify our client's assets to keep them on the path of financial independence.


Meet Our Team


Mike Ballard
Founder

Mike started Alliance Wealth Management Group, LLC in 2002. The company’s purpose was ... Learn More

Joel Barlow
CFP®, CPA

Joel has been working in the financial services industry for the past 26 years. He is now ... Learn More

Catherine Watkins
Esquire

Catherine works as the Director of Operations and Compliance. She has worked at Alliance ... Learn More

 

Heather Minton

For over 12 years, our north Alabama clients have come to know Heather as their personable ... Learn More

Kristen Faro

For the last five years, Kristen has served as a wealth management operations specialist ... Learn More

Mary Ballard

Mary works primarily as a new business specialist and a data base manager. She provides ... Learn More

 

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@allianceplanning.net or call us at (205) 968-3800 today!

Contact Us

Phone Birmingam: (205) 968-3800

Phone Huntsville: (256) 880-0659

Email: info@allianceplanning.net Birmingham Office:
One Perimeter Park South
Suite 318N
Birmingham, AL 35243




Huntsville Office:
600 Boulevard South
#302
Huntsville, AL 35802



Our Services
» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Asset Protection
Upcoming Events
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Resources
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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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