Our Exclusive Services

  • Portfolio Review
  • Portfolio Risk Evaluation
  • Wealth Management
  • Estate Planning
  • Income Planning
  • Charitable Planning
  • Life Insurance Planning
  • Regular Statements
  • Online Account Access
  • Periodic Evaluation And Rebalancing
  • Identifying The Appropriate Money Manager
  • Assistance With Defining Financial Goals
  • Consistent Client Contact

*Agent does not give tax or legal advice. Agent is an insurance professional and does not render legal or tax advice.  State laws vary widely but may provide life insurance and annuities with certain asset preservation benefits.  Clients should consult their own legal and tax advisors before implementing any plan.

Our Mission

We focus on helping our financial clients grow and preserve their wealth. Our belief is that clients should take appropriate amounts of risk with their money. We spend the vital time needed to help determine your personal goals and dreams for your future. Most importantly, we believe in spending the time necessary to find out what is most important to you and your family about your finances and your legacy. Our comprehensive advice comes to you through a fee-based planning service, so we have your appropriate interests at heart. Using our knowledge and experience, we make sure that you are invested in the managed portfolios that best suit your risk tolerance and overall goals. The relationships with our clients is as important to us as helping you achieve your personal goals, including preserving your wealth. Our mission is to provide the best customer service for our clients through good markets and challenging times, to earn and keep your business, now and in the future.

We will work together, with you, to help grow your wealth.

PO Box 801535 | Dallas, TX 75380 • Toll Free (888) 852-5412 Fax (866) 725-4458

This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Shannon Carson at (888) 852-5412

Investment advisory services provided by Alliance Wealth Management,LLC a Registered Investment Adviser. Alliance Wealth Management,LLC does not provide tax or legal advice.