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AllianceGroup Inc. Insurance & Financial Services - Home Facebook-f Youtube Linkedin Book a Consultation Home About Events Services Retirement Tax Bill Contact Home About Events Services Retirement Tax Bill Contact Home The Economic Future We Are Living Into Is Far Different Than Anything We Have Experienced In The Past We believe we are in a new financial paradigm that requires an entirely new way of thinking to prosper in this new economic future. Get Started By Booking a FREE Consultation Our Beliefs Distribution Strategy is Critical in Retirement More While accumulating and growing your assets during your working years is important. We believe that having the proper distribution strategy that allows you to spend the most during your retirement years is more important than the amount you have. You Need to Leverage The Value of Certainty More Using proven strategies and the right financial products and planning to minimize the risks associated with factors like taxes and market volatility to create generational wealth by leveraging the value of financial certainty is just smart. A Proper Estate Plan is Necessary More Assuring that you have the proper legal documents in place to protect your assets and wishes through proper estate planning is necessary for everyone. This includes properly structured and funded wills and trusts to direct your financial, medical and charitable wishes. What We Do For Our Clients For over 40 years we have been helping our clients grow and protect their assets and families through a strategic financial planning process. We teach our clients how to achieve long-term financial security by revealing the truth about how money really works and challenging traditional thinking. Then we work with our team of specialists to navigate today’s complex and ever changing legal and digital world to make sure our clients have the greatest control and protection. Get Started Now By Booking a FREE Consultation DON’T LOSE 20% – 40% OF YOUR RETIREMENT SAVINGS TO UNNECESSARY TAXES! USE THE POTENTIAL TAX BILL CALCULATOR TO FIND OUT IN 30 SECONDS! LEARN MORE NOW! Estate Planning Areas of Possible Concern Properly Notarized HIPPA Compliant Healthcare Power of Attorney Beneficiary Designations on Your Accounts Risks of Using Joint Tenancy Protecting Your Children and Grandchildren Against a Lawsuit or Divorce IRA Beneficiary Trust Planning For Conservatorship Situations Spouse or Loved Ones Access to Your Retirement Accounts if You Are Incapacitated Healthcare Power of Attorney For Adult Children Properly and Fully Funded Trust Get Started Now By Booking a FREE Consultation Contact Us Alliance Group Inc. Insurance & Financial Services 11075 S. State Street, #8B Sandy, UT 84070 Phone: 801.545.9494 Fax: 801.960-3592 Disclaimer Insurance and Financial Services are provided by AllianceGroup, Inc. The information presented here is for educational purposes only and is not a solicitation for the purchase of any insurance or financial product. None of the information on this site should be construed as legal advise. All guarantees are based on the claims-paying ability of the insurer. Quick Links About Services Seminars Contact Privacy Policy THE ALLIANCEGROUP INC IS AN INDEPENDENT INSURANCE MARKETING ORGANIZATION WITH REPRESENTATIVES IN 14 STATES. The Family Banking System™ and The Family Legacy System™ are trademarks of Alliance Group, Inc. © 2000-2024 Alliance Group Inc. – All Rights Reserved Made with ❤ in the USA Scroll...