Wealth Strategies

Rule No. 1 is to never lose money.

Rule No. 2 is never forget rule number one

         ~ Warren Buffett

STRATEGY IS THE KEY TO WEALTH CREATION AND PRESERVATION

Once you have been fortunate enough to start creating wealth the key is to learn how to minimize Wealth Transfers and maximize the strategies that you implement to keep what you have worked so hard to create.

Our goal at AllianceGroup is to provide you with the right amount of education so that you understand how money really works.  Let’s take for example the difference between Average Rates of Return vs. Actual Rates of Return.  Most brokers and financial advisors can’t explain this very basic concept yet you always hear them promoting their products with something like…  This fund averaged 8.25% over the last 10 years.