Alliance Financial Planning has recently moved into a new office space on Darby Creek Road, conveniently located just off of Man O’War Boulevard. While their offices have changed, their excellent customer service and financial guidance has remained solid. With in-depth market knowledge and a passion for people, Alliance always strives to be an advocate for the client.
Owner Diane Verhalen, CFP, and the Alliance staff provide personal and business financial planning. They aim to develop a strategic, long-term plan for every client. As an independent firm, they are able to let client needs dictate the products and services Alliance provides.
Alliance Financial Planning specializes in wealth management, retirement planning, insurance planning and business succession planning. They are always happy to work with people who are developing a financial future, or for people seeking a second opinion on their current plans. Alliance always offers objective advice and seeks the right solution for every customer’s unique needs.
With personalized service, objective recommendations and informative responses, Alliance Financial Planning is a friendly, professional and knowledgeable firm that is the right fit for any need.

525 Darby Creek Rd. #29 | 859.977.6006 | AllianceFP.net

Posted on 2015-08-14 by