Broker Check
 
Your financial plan from your financial partner A plan for your future. And theirs. The best decision is a well-informed decision. We exist to build strong, prosperous communities

Our Difference

Financial Balance® from The Living Balance Sheet® on Vimeo.

Making a Difference By Doing Things Differently

Our goal at Alliance Advisory Group is to deliver superior strategies for all of the wealth building and management initiatives that are important to our clients. We work with people across a diverse range of backgrounds and experience levels to provide inspirational insight and objective guidance that ensures success across all phases of the wealth building spectrum - Accumulation, Preservation, and Distribution.  By focusing on forming authentic connections that are underpinned by transparency, empowerment, and the idea that a proper plan is the best protection for your financial future, our team acts as your experienced fiduciary with a vested interest in your success. 

Click to login to

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 Guardian

Comprehensive Financial Planning

 

Business and Estate Planning

 

Life and Disability Insurance

 

Wealth Strategies

 

Buffalo

 

Rochester

 

Ithaca

 

Jamestown

 

Helpful Content

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Smart Wedding Registry Ideas

Smart Wedding Registry Ideas

The start of marriage should be all love–not debt.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Debt Stress

There’s a link between debt and stress.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

View all videos arrow