Joe Pender

We are as concerned for your health as we are about keeping your money safe!
Our office is cleaned thoroughly after every appointment...
Just let us know if we can provide you with a personal mask and hand sanitizer.

Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!

About Us

Joe Pender | Retirement Planning Specialist

Alliance Financial Group was founded on the core principles of integrity, transparency, and the value of relationships. Partnering with our clients helps us create a financial plan that is tailored to each individual’s needs and takes into consideration their goals and dreams.

Each professional at our firm is committed to providing sound advice and planning skills to navigate the often unpredictable financial market. We strive to help people utilize the resources they’ve accumulated throughout their lifetime by eliminating the stress and questions of retirement planning and helping to build a firm confident financial future.

At the end of the day, retirement is a journey and the more prepared our clients are for that chapter in their life, the more peace and enjoyment they can experience. After all, each one of our clients have diligently worked their entire life to reach this special time, and we want it to be everything they’ve ever dreamed it to be.

schedule a time to meet with Joe

Our Services
What We Do For Clients

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

how can we help you?

Educational Events

We regularly host informative and educational workshops
throughout our community about retirement and income solutions.
We invite you to learn more at an upcoming event.

Call our office to register