Free Financial Planning Guidance

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


This website is intended for general information purposes only and is not intended to be or relied upon as a financial forecast, financial planning recommendation or investment advice. It does not and is not intended to provide tax, accounting, regulatory, legal, insurance or investment advice. Everyone's situation is different and you should consult with a licensed professional regarding your specific circumstances and any financial, tax, accounting, insurance or legal questions.

Alliance America is an insurance agency offering fixed insurance products only.

Alliance America does not warrant or make any representations that the contents of this site are appropriate for use in all locations or by all persons. Alliance America does not warrant or make any representations that the transactions, strategies, products, instruments or services discussed on this site are available in or appropriate for sale or use in all jurisdictions.

Annuity guarantees rely on the financial strength and claims-paying ability of the associated carrier. Some fixed index annuities may have a lifetime income guarantee as part of the base policy; others may have riders available for an additional premium that provide this benefit. Annuity riders may also be available for an additional annual premium that may provide additional benefits. See your annuity contract for terms, exclusions and limitations.

Alliance America is not affiliated with or endorsed by any government agency, including the Social Security Administration.