
Our Commitment to You
We are committed to providing you with the highest level of service and integrity in your financial affairs. In many ways, you are entrusting us with your financial well-being. It is not a responsibility we take lightly.
To do our job completely, we work with you and your other advisors to access and analyze your current situation. We listen to your future desires. Then, once we have a clear understanding of where you are and where you want to be, we consult with selected members of our team – attorneys, accountants, pension specialists, and niche planners – to develop a coordinated plan designed to help you pursue your goals and objectives. When you approve our recommendations, we act as a "tour guide" with you, and your other advisors, to implement and monitor your plan.
We’ve built our reputation over 30 years by providing superior service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost-efficient, and customized solutions to our clients’ needs. This is our commitment to you.
Kindest personal regards,
Joe P. Moore, Jr., CLU, ChFC, RFC
President, Strategic Alliance
Our Vision
To serve first, last and always.
Our Mission Statement
To make a positive, qualitative, financial impact on the lives of our clients, staff and financial professionals.
Newsletters
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.