Video Learning Library


Key Concepts

  • Life in a Box
    As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.
  • What's in a Number
    What's in a number? Financial planning keeps you organized and in-the-know.
  • What We Do
    Create a financial planning process to protect and grow your money.
  • Who We Are
    Financial expertise and ability helps you get "from here to there."


Who We Work With

  • Alliance Attorneys
    Build a strong network with your financial advisor and attorneys.
  • Alliance CPAs
    Build a strong network with your financial advisor and CPAs.
  • Athletes
    Pro athletes face unique financial challenges; help preserve wealth long after they've left the game.
  • Business Owners
    Business owners are a special breed with unique financial needs.
  • Dentist
    While you provide people with healthy smiles, we'll help you take care of your own financial health.
  • Entrepreneurs
    Entrepreneurs generate over 65% of new jobs. While they work hard for us, they need an advisor team working for them.
  • Executives
    Financial planning can help with employee benefits, stock option planning and executive compensation.
  • Firefighter
    Firefighters are dedicated to others, but still need to protect and prepare for their financial future.
  • Law Enforcement Officers
    Law enforcements professionals take risks every day, but still need to protect their financial future.
  • Physicians
    Physicians are busy professionals, but still need to organize, protect and prepare for their future.
  • Professional Women
    Women comprise over 57% of the work force, but still need to organize and prepare for their future.
  • Retirees
    You've built your nest egg over time. We can help you enjoy the rewards of your life's efforts.
  • Teachers
    Financial Planning for educators understands pension plans and helping teachers reach retirement goals.


Client Education

  • Advisor Decisions
    When it comes to managing finances, clients need professional advice to get the most out of their money.
  • Economic Reality
    Americans overspend and under save. We must strengthen our personal economies to save America's economy.
  • How Irrevocable Life Insurance Trusts Work
    Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. This video shows you how it works.
  • How to Reduce Debt
    This video shows you ways to reduce debt and regain control of your personal finances.
  • How to Save for College
    This video shows you effective strategies how to pay for the high price of higher education.
  • How to Save for Retirement
    Financial security in retirement takes planning and commitment. You can do it, here's how.
  • Investment Policy Statements
    Before you build, you need a blueprint. Learn how an Investment Statement can serve as your financial blueprint.
  • Preparing Your Will
    A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.
  • Retirement Income Options
    To retire right you need to know what to do with what you've saved. Do you know your retirement options?
  • Saving For Retirement
    95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.


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