Looking For a Independent CERTIFIED FINANCIAL PLANNER™ professional?
My Name is Jeff Rose and I’m an Independent CERTIFIED FINANCIAL PLANNER™ and former investment advisor that was located in Carbondale, Illinois.
I was the CEO and founder of Alliance Wealth Management that specialized in comprehensive fee-based financial planning. In 2019 I sold my financial planning practice to Brad Wills and John Alongi, both financial planners with LPL Financial. It was bittersweet but I’m excited to have the opportunity to work on my blog, podcast, and YouTube channel full-time.
About Alliance Wealth Management LLC
AWM is 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 previous firm Alliance Wealth Management LLC.
Servicing Southern Illinois and More
115 S. Washington St.
Carbondale, IL 62901
Need Directions? Here is a map and directions to their location.
They 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. They also service the greater Chicago area (always need excuse to get a slice of pie). Out of Illinois, they will also cater to clients in the St. Louis, Missouri and Paducah, Kentucky, as well.
My Focus as a CERTIFIED FINANCIAL PLANNER™
When I was a practicing a CERTIFIED FINANCIAL PLANNER™ professional, I looked to provide comprehensive financial planning for individuals, families, and small to mid-size businesses. The areas that I specialized in were tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
My promise was with me you will not have some cookie cutter portfolio. I took great pride in constructing self customized portfolios to match the clients needs and/or risk tolerance. Your comfort and understanding was 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:
- Best Places to Open a Roth IRA
- The Best Life Insurance Companies in the United States
- Ultimate Guide to Destroying Student Loans
- Best Roth IRA Rates
- Where There’s a Will, There’s a Way
- Does It Make Sense to Refinance My Student Loans?
- Should You Buy No Exam Life Insurance?
- How Much Should Retirees Save For Health Care
- 401k Tips: What Not To Do
- Best Online Brokerage Acounts
- Best Airline Miles Credit Cards
- Just Married: Financial Planning For Newlyweds
Contact Jeff Rose, CFP®
I am currently not working with individuals 1 on 1. If you have a question, I may be able to answer it on a future Good Financial Cents podcast. Just submit your questions here.
If you are interested in working with Brad or John, please call their office toll-free at (855)-457-6525. If you are in the Carbondale area please feel free to stop by their office.
Please keep in mind I have no affiliation with Alliance Wealth Management any longer. I sold the practice to Brad and John because I trusted they would take care of my clients and continue what I started.
Becoming a Client
Interested in becoming a client? Find out how easy it is.