Tax Return Preparation
You worked hard this year! Are you giving the government too much of your hard earned money? Let’s agree to pay less and keep more this year and next. Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government'sRead More →
Tax Calendar
There is a time for everything. Remembering important dates can help avoid unnecessary fees and missed opportunities. Below is a list of dates you won't want to forget…January 2012Employers, businesses, banks, and other financial institutions are preparing various tax documents to mail out.January 17, 2012IRS begins accepting electronically filed tax returns. Deadline to pay yourRead More →
What’s New in 2011
What's New for Tax Year 2011Two Extra Days to File and PayTaxpayers across the nation will have until Tuesday, April 17, 2012, to file their 2011 income tax returns and pay any taxes due. Taxpayers have extra time because April 15 falls on Sunday, and Emancipation Day, a holiday in the District of Columbia, isRead More →
Investment Management
Managing your nest egg is not a game, especially when hopes and dreams depend on that money. Professional money management is an essential step in achieving your goals.We manage each of our clients' assets with their specific financial goals and situation foremost in mind. Our asset allocation approach, developed and refined over the past decades,Read More →
Insurance Shop
Shop your insurance coverages. It costs you nothing. We will audit your life, health, and disability policies and tailor your insurance coverage to what you really need in order to protect what is important to you—family, health, income, and future. Do you feel like you spend too much on your insurance? Probably so. And, we’dRead More →
Our firm is dedicated to the creation and preservation of wealth.
The industry experience, advanced degrees, licenses, and certifications (MBA, CPA, CLU, ChFC, etc.) of our financial professionals coupled with the passion to create and preserve wealth results in innovative wealth management strategies for our clients. Successful wealth management happens when we form an “alliance” with you as we tie together your tax plan, financial plan, and life goals into one clear vision.
Many people unnecessarily experience wealth destruction. A few of the common evidences of wealth destruction we often see are—paying too much in taxes, choosing poor investment vehicles, and carrying inappropriate insurance coverages. Does this apply to you? It shouldn’t.
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Welcome to Alliance Wealth Management
Tyler Smith is the President and CEO of Alliance Wealth Management. Prior to creating Alliance Wealth Management, Mr. Smith worked as a strategy and change consultant with IBM Business Consulting Services for many Fortune 100 companies. He also worked on quality improvement initiatives and facilitated multi-party negotiations while working abroad at Hyundai Heavy Industries in Ulsan, South Korea.
Mr. Smith received a bachelor’s degree in business management with a minor in Korean from Brigham Young University. He earned both a Master of Healthcare Administration and Master of Business Administration from the University of Minnesota. Mr. Smith is a CPA and has an appreciation for continuing education, which is evident in his acquiring several licenses pertaining to investments, insurance and real estate.