Forest City: (828) 247-6000 | Mar​ion:  (828) 652-6815 | Hendersonville: (828) 697-5778 | Swannanoa: (828) 686-9421 
Alliance Insurance Group
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Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

Free Consultation
Contact Us

What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
Forest City
130 Allendale Drive
Forest City, NC 28043
(828) 247-6000
Click Here to Email Us

Marion
1300 Rutherford Road
Marion, NC 28752
(828) 652-6815
Click Here to Email Us

Hendersonville
118 E. Caswell Street
Hendersonville,NC  28739
(828) 697-5778​
Click Here to Email Us

Swannanoa
​
2277 US Hwy 70
Swannanoa, NC
​28778
​(828) 686-9421
​Click Here to Email Us
​​​
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Licensed in North Carolina and South Carolina

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Forest City

Alliance Insurance Group
130 Allendale Drive
Forest City, NC 28043
(828) 247-6000
Click Here to Email Us

Marion

Alliance Insurance Group
1300 Rutherford Road
Marion, NC 28752
(828) 652-6815
Click Here to Email Us

Hendersonville

Alliance Insurance Group
118 E. Caswell Street
Hendersonville,NC  28739
(828) 697-5778​
Click Here to Email Us

Swannanoa

Alliance Insurance Group
2277 US Hwy 70
Swannanoa, NC
​28778
​(828) 686-9421
​Click Here to Email Us
Website by InsuranceSplash
  • Home
  • Quotes
    • Auto Quotes >
      • Auto Insurance Quote
      • ATV Insurance Quote
      • Classic Car Insurance Quote
      • Motorcycle Insurance Quote
      • Roadside Assistance Quote
      • RV Insurance Quote
    • Business Quotes >
      • Business Insurance Quote
      • Business Owners Package (BOP) Quote
      • Business Auto Insurance Quote
      • Insurance Bonds Quote
      • Workers Compensation Quote
    • Health Quotes >
      • Health Insurance Quote
      • Long Term Care Insurance Quote
      • Dental Insurance Quote
      • Medical Advantage Plans Quote
      • Medicare Supplement Coverage Quote
    • Life & Financial Quotes >
      • Life Insurance Quote
      • Annuity Quote
      • Disability Insurance Quote
      • Final Expense Insurance Quote
      • Financial Planning Quote
    • Property Quotes >
      • Home Insurance Quote
      • Condo Insurance Quote
      • Flood Insurance Quote
      • Landlords Insurance Quote
      • Renters Insurance Quote
      • Farm Insurance Quote
    • Other Quotes >
      • Boat Insurance Quote
      • Event Insurance Quote
      • Umbrella Insurance Quote
      • Mobile Home Insurance Quote
  • Service
  • Insurance
    • Vehicles >
      • Auto Insurance
      • ATV Insurance
      • Classic Car Insurance
      • Motorcycle Insurance
      • Roadside Assistance
      • RV Insurance
    • Business >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Business Auto Insurance
      • Insurance Bonds
      • Workers Compensation
    • Health >
      • Health Insurance
      • Dental Insurance
      • Long Term Care Insurance
      • Medicare Advantage Plans
      • Medicare Supplement Coverage
    • Life/Financial >
      • Life Insurance
      • Annuities
      • Disability Insurance
      • Final Expense Insurance
      • Financial Planning
    • Property >
      • Home Insurance
      • Condo Insurance
      • Flood Insurance
      • Landlords Insurance
      • Renters Insurance
      • Farm Insurance
    • Other >
      • Boat Insurance
      • Event Insurance
      • Umbrella Insurance
      • Mobile Home Insurance
  • About
    • Client Testimonials
    • Staff Directory
    • Agency Photo Gallery
    • Insurance Carriers
    • Refer a Friend
  • Contact