Alliance Financial Group

Our history dates back from 1987 - as one of the first financial planning firms in Southwest Florida. We began and continue our mission with one goal - to protect your family should the worst happen, and provide the greatest service to your legacy. SUPPORTED BY THE STRENGTH OF GUARDIAN® - a mutual company. As a Fortune 250 company, The Guardian Life Insurance Company of America, has been helping people protect their future and secure their lives for more than 155 years with an A++ Financial Strength Rating.1 Guardian is one of the largest mutual insurance companies in the country serving 27 million people every day. With some of the most extensive products in the business, our clients enjoy a suite of benefits alongside some of the strongest dividend returns in the industry.

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Asset Protection

Trusts, life insurance, annuities, LLCs, proper titling, and homestead exemptions help shield wealth from lawsuits and creditors. Florida-based strategies, umbrella coverage, and retirement accounts work together to preserve your legacy and long-term financial security.

Business Planning

Clear goals, strategies, and action plans guide how a business is run, grown, and eventually sold. Business planning aligns operations, financial projections, market analysis, and risk management to address challenges, seize opportunities, and support long-term growth.

Cash Flow Strategy

A cash flow strategy organizes income to create stability and consistent savings. Funds are directed into a Wealth Building Account to save automatically, manage cash reserves, cover expenses, and support long-term goals without relying on strict budgeting.

Insurance Planning

Insurance planning begins with utilizing our proprietary software, The Living Balance Sheet, to calculate your human life value. With many types of products in the marketplace, through proper planning we can provide the protection without changing your lifestyle.

Tax Mitigation Strategy

Tax mitigation strategy designs personalized plans to help minimize taxes using deductions, credits, 401(k) and Cash Balanced Plans. We analyze finances, maximize retirement contributions and use tax‑efficient investments to help you preserve wealth.

Income Protection

Disability insurance protects your ability to earn an income. Group coverage may fall short, so we help clarify policy definitions, compare group and individual options, select benefit periods, and ensure income continues in the event of illness or injury.

Estate Planning

Estate planning helps ensure property and investments pass to your chosen heirs. We coordinate with your CPA and attorney to create wills, trusts, powers of attorney, and healthcare directives while reducing taxes, probate, and planning for guardianship.

Long Term Care

Long-term care planning prepares you for extended health needs. Planning earlier helps keep premiums lower, since Medicare doesn’t cover custodial care. Coverage can support home care, assisted living, or nursing care based on your health, lifestyle, and finances.

Investment Management

We focus on disciplined saving and long-term compounding while managing risk. Personalized strategies, behavioral guidance, and access to institutional managers help navigate stocks, bonds, real estate, ESG, and tax considerations beyond one-size-fits-all robo-advisors.

Retirement Planning

Retirement planning at our firm helps you start early, weigh when to retire, optimize profit-sharing, defined benefit plans, integrate Social Security, long‑term care and estate planning to secure a comfortable future.

Portfolio Based Lending

Collateralize your investments and the cash value of your life insurance without selling assets or triggering tax implications. Access credit quickly and flexibly for personal or business ventures. This allows you to take advantage of opportunities.

Executive Benefits

Executive benefits reward and retain key employees via defined benefit pensions, deferred compensation, bonuses and multi‑life disability coverage. Packages include key person insurance and buy‑sell agreement funding to protect the business if a vital partner dies or leaves.

Locations

Alliance Financial Group

14021 Metropolis Ave, Fort Myers, FL 33912, United States

Alliance Financial Group

10001 Tamiami Trl N, Naples, FL 34108, United States