Your Maximum Financial Potential

At the Alliance Group, we focus on helping our clients identify unnecessary Wealth Transfers in their lives and then put a plan in place to either reduce or in some cases eliminate them entirely. To learn more about Wealth Transfers watch the series of videos under the Wealth Transfers tab to the left. To get started with your personal Wealth Transfer Analysis click the button below.

Watch the video above to understand the following:

How much you actually earn during your working lifetime
How taxes effect your Maximum Financial Potential
What Lost Opportunity Cost is
How debt effects your wealth potential
Why it is so hard to fund your retirement
Why chasing a rate of return is not the answer
Increased Rate of Return = Increased Rick
Managing your tax liability can have a dramatic effect on your Maximum Financial Potential
Managing your debt more efficiently can have a dramatic effect on your Maximum Financial Potential