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Retirement means living life for the long run as you fulfill your fundamental needs along the way. At Alliance America, we're dedicated to your overall well-being as your financial planning partner.

Health

We need to pursue an active lifestyle with proper diet, exercise and psychological engagement that contributes to our physical and mental well-being.

Safety

We need protection, security and peace of mind in a world often threatened by social, political and environmental instability.

Love

We need relationships, family, affection, trust and companionship to give us a purpose.

Significance

We need to feel unique, important, needed and productive in our work, homelife and social existence, especially as we grow older.

Growth

We need to expand our capacity, capability, creativity, understanding, sense of self and financial rewards as we progress through life and evolve as a person.

Contribution

We need to help others as part of our own self-actualization and finding a purpose in life that is greater than us as individuals.

Legacy

Your legacy is vastly more than an amount of money left to your surviving beneficiaries. Part your legacy can be the example of a life well-lived that’s achieved through proper planning.

Liabilities

Too many people enter retirement with burdensome mortgages, car payments and credit-card debt that they’ve amassed during their working years.

Taxes

Taxes have a significant impact on your finances and can siphon assets unless you have a prudent approach to meet your objectives.

Income

Sources of income – whether derived from investments, Social Security or ongoing employment – are pillars of a sustainable and successful financial plan.

Expenses

When you reduce expenses, you can increase your income and decrease the risk of having inadequate financial resources during retirement.

Assets

Your assets require the attention of highly qualified fiduciary who is held to the highest level of standards to protect your personal interests and professionalism when dealing with your financial future.