Alliance Financial Planning

About

Alliance Financial Planning is based on the principle that education and understanding of your current financial situation is vital to success.

Story

With over 13 years of experience in the industry, our wealth planning company has been offering comprehensive wealth planning and wealth management to clients in Lexington, Kentucky and surrounding areas. Whether you need help financial planning, preserving assets, life insurance and more, Patricia Verhalen, CERTIFIED FINANCIAL PLANNER will work with you to develop a financial plan that is built around you and your unique circumstances. Contact us today to schedule your complimentary review and financial plan!

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AL, AR, AZ, GA, IN, KY, MT, NC, OH, SC, TN & TX)

Products

Investments:
* Stocks, Bonds, & Mutual Funds
* Unit Investment Trusts
* 529 Planning
* Brokerage Non-Qualified Accounts
* Traditional IRA
* Managed Accounts
* Government Securities
* Variable Annuities
* Fixed Annuities
* Alternative Investments

Financial Planning Services:
* Fee Based Financial Planning
* Retirement Planning
* Education Planning
* Estate Planning
* Survivorship Planning
* Long Term Care Planning

Business Planning:
* 401 (k)
* 403 (b)
* Simple IRA
* Money Purchase Plan
* Profit Sharing Plan
* Executive Bonus Planning
* Deferred Compensation Planning
* Buy/Sell Planning

Insurance:
* Life Insurance
* Disablity Income Insurance
* Long Term Care Insurance
* Specialty Insurance for Athletes