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    Complimentary Retirement Kit

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

  • Meet Our Team

    Catherine WatkinsCatherine

    Catherine works as the Director of Operations and Compliance. She has worked at Alliance since 2004.

    Over the past 14 years, she has worked one-on-one with many of our Birmingham clients offering service, support and a friendly ear.

    Catherine earned her JD in 2012. Since that time, she has been able to offer all aspects of estate planning (wills, POA’s, trusts and medical directives) to our clients old and new.

    Catherine is a lifelong native of Birmingham. In her free time, she likes to work out, volunteer and spend time with friends and family.


    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
    Suite 302
    Huntsville, AL 35802

    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. AW02171903