Stay up-to-date on all things Alliance Advisory Group.
Magnolia’s owner to Gov. Cuomo: Give a 1 month break on sales tax
Magnolia Deli on Park Ave. in Rochester had to lay off half of it's staff due to Covid-19 concerns. Support local small businesses in any way you can during this tough time. Check out Matthew Vahue, Regional Director, and James Fashano, CEO and President, making an appearance on the news!
"In both wine and finances, quality inputs, time and professional guidance can potentially help build a product to savor."
Check out page 180-181, our very own, Angela Vahue, wrote an article, "What Do Fine Wine and Financial Planning Have in Common?"
Rocky Martini Earns Retirement Income Certified Professional® (RICP®) Designation
ROCHESTER, NY- October 10, 2019- Rocky Martini, RICP ®, Financial Representative, Alliance Advisory Group has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. Using the most current retirement portfolio management techniques, the RICP® advisor helps to identify retirement income needs and objectives relative to the client’s lifestyle goals in retirement. Individuals who earn an RICP® designation can provide knowledgeable advice on a broad range of retirement topics including the proper use of annuities, mitigation of risks to retirement income planning, estate issues, Social Security, health insurance, housing decisions and income taxation.
Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of professional experience, meet stringent ethics requirements, and participate in continuing education to maintain professional recertification. The RICP® educational curricula is one of the most complete and comprehensive programs available to financial advisors whose goal is to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master the retirement income planning focus area that is not fully covered in other professional designation programs.
About Alliance Advisory Group
Alliance Advisory Group, Inc. is a financial planning firm headquartered in Downtown Buffalo, with offices in Rochester, Jamestown, Syracuse and Ithaca. Our mission is to deliver superior strategies for all 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. For more about Alliance Advisory Group, Inc., visit www.allianceadvisorygroup.com
Carl A. Lutz Earns the Preeminent CExP™ Designation for Exit Planning
ROCHESTER, NY – October 2019
Carl A. Lutz, ChFC®, RICP®, CLTC, CExP™ of The BEI Network of Exit Planning Professionals™, recently earned the designation of a BEI Certified Exit Planner (CExP™). The BEI CExP™ designation is the standard for Exit Planning certification. Through training, rigorous testing and in-depth Exit Plan Creation coursework, Lutz has demonstrated that he is qualified to provide comprehensive, professionally executed Exit Planning services to the business owning community.
“Exit Planning Professionals who successfully complete the BEI Certified Exit Planner program have come to be known as premiere Exit Planning Professionals because their in-depth knowledge and demonstrated application of The BEI Seven Step Exit Planning Process™ perfectly positions them to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation,” said John Brown, President of Business Enterprise Institute.
The business owner community benefits from engaging an Exit Planning Professional who holds the BEI CExP™ designation by having greater confidence that the service they receive is professional in quality, adheres to ethical and industry standards of practice, and meets a level of expertise BEI deems credible and worthy of one of its certified members.
About Carl A. Lutz, Lutz & Associates Wealth Strategists
Since 1999, Carl Lutz has served more than 400 families and business owners in the area of building, protecting and managing wealth. Today he spends much of his time helping pre-retirees transition from accumulation to distribution, in conjunction with serving business owners in the areas of estate and succession planning.
In addition to being an industry leader, Carl served as Chairman of the Board for the Livingston County Chamber of Commerce (LCCC) from 2007-2008. He also served as the 2005 Campaign Chair for the Livingston County United Way. In 2005 he received the Distinguished Leadership Award from the LCCC and in 2009 he was the recipient of the Distinguished Citizen award from the Iroquois Trail Council Boy Scouts of America.
About the BEI Certified Exit Planner Designation
Business Enterprise Institute (BEI) trains and certifies BEI Certified Exit Planners (CExP™) to create comprehensive Exit Plans that meet the objectives of their business owner clients. Through training, rigorous testing and ongoing continuing education, CExP™ designation holders provide comprehensive, professionally executed Exit Planning services. BEI requires specific training as a prerequisite to certification to assure that practitioners have the knowledge and understanding necessary to perform competent services, and to assure a level of consistency and continuity in their work product. A primary requirement for becoming a CExP™ is to hold a valid license as a Certified Public Accountant, Attorney, Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant or equivalent professional experience. For more information, visit www.certifiedexitplanner.com.
- Alliance Advisory Group - " About Alliance Advisory Group, Inc. "
- Greater Rochester - " Alliance Advisory Group, Inc. Announces New CEO "
- Buffalo Business Journal - " Q&A With Gregory Ahrens, business succession Planner "
- Rochester Business Journal - "Alliance Advisory Group Announces Jonathan Sheldon as Brokerage Manager", January 31, 2018
- Rochester Business Journal - "Alliance Advisory Group Moves to Park Avenue", October 13, 2017
- Buffalo Business First - "Robert Powalski, III, CFP® Earns CFP® Certification", October 3, 2017
- NU News - "Niagara University To Begin Offering Graduate Courses In Buffalo", July 4, 2017
- Livingston County News - "Avon Man Earns Finance Honor", September 27, 2016
- The Buffalo News - "Financial Specialist Eager to Set Example", September 18, 2016
- WIVB.com - "The Cost of Caring for Aging Parents - How to Plan for Long-term Care", May 4, 2016