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.
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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