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Learn about the four primary concerns that define the financial planning process for retirees.financial planning guide


About Alliance America


Alliance America is a national insurance and financial planning firm based in Sarasota, Florida. We believe in the philosophy of doing one thing and doing it well, for us, that's retirement income planning.

As an independent financial planning firm, we work with some of the largest, most highly rated and conservative financial organizations in the country. Being independent means that we work for you, not the companies we represent. This not only gives us a competitive edge, it also enables us to focus on what's important, you, our client.

Because sound financial advice is the cornerstone of any retirement plan, we work through a vast network of local, experienced, insurance and financial professionals who will meet with you one-on-one to discuss your individual planning goals. These individuals meet our high standards of professionalism, education and experience and can give your financial or retirement plan the focus and attention it deserves.

A financial plan should be dynamic, not static. That's why after your retirement plan has been designed and implemented, your local Alliance America Agent-Advisor will stay in contact with you through a series of periodic financial reviews. This process ensures that when new and innovate financial products become available or should tax laws change, you can capitalize on those financial opportunities, thus maximizing your retirement income.

Since 2002, more than 15,000 clients have trusted their financial and retirement plans to Alliance America and our Agent-Advisors. More than just an 800 number, we are here with local representation and the experience, knowledge and resources to help you maximize your income and live a secure, worry-free retirement.