Thanks for clicking the URL in my Twitter profile – let me give you a little background on who I am and what I do.
My Name is Jeff Rose and I'm an Independent CERTIFIED FINANCIAL PLANNER™ professional located in Carbondale, IL. I am a CEO and founder of Alliance Wealth Management, LLC, a Registered Investment Adviser that specializes in comprehensive 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.
I'm 33 years old and happily married to my beautiful wife of over 6 years. We enjoy each day with our active 3 young sons who rule our world. Outside of the financial realm I enjoy working out (Crossfit style) and working on my blog.
About Alliance Wealth Management, LLC
We are a Carbondale-based, Southern Illinois investment and financial planning firm, that began operations as a Limited Liability Company May of 2011. 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.
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 and other great Southern Illinois cities. But due to clients moving and wanting to keep me as their planner, I am also able to assist clients out of state.
My Focus as a 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.
Jeff Rose on Twitter
You obviously have an interest in Twitter because you’ve clicked through on my Twitter Profile link. I’d love to connect with you there via my @jjeffrose twitter account.
If you follow @jjeffrose you’ll get a variety of things. You’ll see a glimpse of the behind the scenes in my work, life and reading. I share a little of what I’m up to, share links of what I’m reading, talk about posts I’m working on and give insight into the life of a full time Certified Financial Planner.
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
- 7 Questions To Ask Your Financial Planner