Jeff Rose, CERTIFIED FINANCIAL PLANNER™ Illinois
Looking For a Independent CERTIFIED FINANCIAL PLANNER™ professional?
My Name is Jeff Rose and I’m an Independent CERTIFIED FINANCIAL PLANNER™ and investment advisor located in Carbondale, Illinois. I am the CEO and founder of Alliance Wealth Management, and specialize in comprehensive fee-based financial planning. You can read more about me on my about page or contact me here. For more information about me and my practice, keep reading.
About Alliance Wealth Management LLC
We are a Carbondale-based, Southern Illinois Registered Investment Advisory financial planning firm, that was founded May of 2011 (I spun off from Alliance Investment Planning Group that I co-founded in Dec. 2007). Alliance Wealth Management, LLC was formed to offer a comprehensive range of tailored investment and financial planning strategies while maintaining local decision-making control and providing exceptional customer service.
Learn more about my firm Alliance Wealth Management LLC.
Servicing Southern Illinois and More
We are located at:
115 S. Washington St.
Carbondale, IL 62901
Need Directions? Here is a map and directions to our location.
I mainly service the Southern Illinois region to include: Carbondale, Marion, Murhpysboro, Herrin, West Frankfort, Carterville, Herrin, Mt. Vernon, Harrisburg and other great Southern Illinois cities. I also service the greater Chicago area (always need excuse to get a slice of pie). Out of Illinois, I also cater to clients in the St. Louis, Missouri and Paducah, Kentucky, as well.
My Focus as a CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER™ professional, I look to provide comprehensive financial planning for individuals, families, and small to mid-size businesses. The areas that I specialize are tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
I promise that with me you will not have some cookie cutter portfolio. I take great pride in constructing self customized portfolios to match the clients needs and/or risk tolerance. Your comfort and understanding is extremely important to me in our working relationship.
A Few Resources
Here are a handful of some of resources from my investment and financial planning blog, Good Financial Cents:
- Financial Planning: Let’s Get Started
- Where There’s a Will, There’s a Way
- How Much Should Retirees Save For Health Care
- 401k Tips: What Not To Do
- Just Married: Financial Planning For Newlyweds
- 7 Questions To Ask Your Financial Planner
Contact Jeff Rose, CFP®
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