Looking For a Independent Financial Advisor?
My Name is Jeff Rose and I'm an Independent Certified Financial Planner™ and LPL Financial Advisor located in Carbondale, Illinois. I am a partner and co-founder of Alliance Investment Planning Group, 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 Investment Planning Group
We are a Carbondale-based, Southern Illinois investment and financial planning firm, that was founded December 2007 and began operations as a Limited Liability Company March 1st, 2008. Alliance Investment Planning Group, LLC was formed by independent financial advisors to offer a comprehensive range of tailored investment and financial planning strategies while maintaining local decision-making control and providing exceptional customer service.
Since our inception, we have added 3 other advisors to our team, now the largest independent financial planning firm in the Southern Illinois region (based on number of advisors). We look forward to continued growth in providing our clients with independent objective advice.
Servicing Southern Illinois and More
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. But due to clients moving and wanting to keep me as their planner, I am also licensed in these following states: AZ, CA, CO, FL, IN, KY, MO, NJ, NV, WV, PA.
Don't see your state? No problem. If you feel that you would be a good fit more my practice, I can get licensed in your state and we can work together. Technology is amazing these days on communicating back and forth.
We are located at:
115 S. Washington St. Carbondale, IL 62901 (866)-267-2591
Need Directions? Here is a map and directions to our location.
My Focus as an Independent Financial Advisor
As a Certified Financial Planner™, 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