Wealth Transfer Analysis

Please complete the form below so that we can help you identify the Wealth Transfers in your life and put a plan together to either reduce or eliminate them altogether.

Wealth Transfer Analysis

FREE Wealth Transfer Analysis All information will remain confidential. None of the information you provide will be sold, leased or given to anyone outside of our organization.
Full Name *
Email *
Phone *
Best time to contact
IMPORTANT: If you were referred by an advisor please provide their name.
Please select your State
What are your biggest financial concerns, check all that apply.
Safely growing my wealth regardless of market performance.Creating financial certainty for my retirement income.Liquidity, use and control of my money.Recapturing interest I now pay to financial institutions.Shielding my retirement from increasing taxes.Paying for my children's education.Leaving a family legacy.
Other financial concerns you have.
Please tell us about yourself so that one of our Family Banking Plan advisors will be better prepared to help you. All information provided will be kept confidential.
What is your occupation?
Spouses occupation?
Marital status
Your age
Spouses age
Financial Information Don't worry about giving exact amounts, this will allow us to see what areas we can give solutions about your financial needs.
What is your approximate annual household income? Include significant other's income if applicable
Estimated Marginal Tax Bracket
Estimated average taxes paid per year in dollars, include: (Federal, State & Social Security)
Ages of any children still living at home.
Do you own your home
What is your monthly Mortgage/Rent?
What is your mortgage balance?
What is your mortgage interest rate?
Total MONTHLY credit card payments?
Total credit card debt?
Total MONTHLY car payments.
Total car debt?
Total of other MONTHLY payments? (boat, school loans, etc.)
Total balance on other debt from monthly payment listed to left.
Total estimated lifestyle expenses: Utilities, phone bills, internet, groceries, gas, etc.
Do you contribute monthly to a 401(k) type retirement plan?
Total monthly contributions towards retirement.
Estimated total retirement accounts balance.
Expected rate of return on retirement plan assets.
Do you understand the types of investments you have?
Are you comfortable with your knowledge of your investments and their effectiveness?
Do you have an exit strategy for your retirement savings, meaning you know how to withdraw it with the least taxable impact?
Do you own your own business?
How did you hear about the Family Banking Plan and the AllianceGroup?
Additional Comments or things you want to tell us about yourself or your financial position?
Note: By submitting this form, you authorize AllianceGroup and a Family Banking Plan authorized advisor to contact you regarding your FREE Wealth Transfer Analysis. Your information will never be sold to outside interests. All information provided will be kept confidential.

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Why Should I Get My Analysis?
#1 You are tired of Market Risks
#2 You want certainty when you retire
#3 You are tired of paying banks and financial institutions interest

When you request a FREE Analysis you’ll learn:
How much income you can count on having during your retirement years

What Your Maximum Financial Potential is by implementing the Family Banking System

How to pay for major purchases like cars and earn the interest, rather than pay the interest

And much much more

Each plan is unique…
Each plan is designed by one of our highly trained Wealth Strategists and will be designed to meet your specific goals and dreams. The nice thing about the Family Banking System is that there is no minimum amount you need to put in to start a plan.

Many of our clients start with as little as $300 per month which in most cases is just being redirected so there is not additional impact on your monthly budget. The great nerws is that you can put in as much money as you wish within certain liberal guidelines.

How will I fund my Plan?
We have had a number of clients who at first thought they would not be able to come up with $300 a month to start down the path towards creating financial certainty and safety?

The great news is that the Family Banking System™ Wealth Strategists have been specifically trained on how to help people restructure their current finances to free up capital to fund a plan that will help you reach your goals and dreams – with market risk or volatility that is associated with most traditional investments.

There is no risk to see if this is right for you
You will find that working with one of our Wealth Strategists is an extremely easy and educational process that is accompanied without any pressure tactics.

Once you plan has been put together it will be quite evident to you that it either makes sense or not. If it does we will work closely with you to get it implemented

Let's get started
As soon as you fill out the form to your left one of our specially trained Wealth Strategists will be assigned to your case and wil be in touch with you shortly.