Alliance Wealth Advisors is dedicated to helping you transition out of the workforce, into a new life with the passing of a spouse that comes with decreased income and increased tax liability, and transferring your estate upon your passing to loved ones with the hopes of blessing their lives; not the IRS.
Understanding the economics AND the psychology of these transitions improves the client experience and outcome. While investment management is always important it becomes secondary during retirement transitions to the value of our financial planning and partnership. We focus on our client’s goals, values, motivations and fears. Many of the transitions our client’s face are still a way up ahead in their journey but when they get to those bridges, we cross them together.