Welcome from Bob Dudley and Alliance Asset Protection & Planning!
As an independent financial advisory firm, we are dedicated to personalized service with uncompromising integrity and affordability.
The focus of our practice has been to work closely with Retirees and those close to Retirement who wish to enjoy their "golden years" in comfort with financial security.
Our mission is to provide Specialized, yet Simple Financial solutions by removing all uncertainty fro Retirement Planning, while managing Risk and Preserving Assets by:
- Provide No-Loss Financial solutions for our clients’ Retirement Accounts
- Create Lifetime-Guaranteed Income
- Offer Financial Planning-based Investment Portfolio Management
By attending various professional workshops and national educational conferences throughout the year, Alliance's exposure to the most current concepts and tools contribute in exceeding all industry standards to better serve our clients. While integrity has been defined as “Doing What is Right, While No One is Looking,” all of our services are performed in an open, transparent environment.
In addition, our distinguished practice is certified by the National Ethics Bureau™. Members must pass the Ethics Check System™,a rigorous eight-point background check for criminal, civil, and business violations. Before doing business, consumers are advised to contact NEB to verify the background of individuals holding themselves out as financial advisors.
As a way of "giving back" to the financial services industry and to serve and protect those who invest their hard-earned dollars, our principal serves as a lead Arbitrator and Dispute Resolution chairperson for the Financial Industry Regulatory Authority(FINRA). Such panels are invaluable in assisting the resolution of monetary and business disputes between and among the investing public and securities firms and advisors.
We invite you to join our family of satisfied clients and we look forward to working with you to create a lasting successful relationship.
Disclaimer:
All information contained within this website is for general informational purposes only and does not represent an illustration, offer or solicitation to purchase any investment, insurance policies, annuity contracts or retirement plans.
Alliance Asset Protection & Planning (‘Alliance’) is a Colorado Registered Investment Advisor and the Principal of Alliance is a Colorado registered Investment Advisor Representative (IAR) and licensed as a Colorado Life Insurance Agent. Information contained within this website does not represent a solicitation to transact any financial services-related business in states where Alliance is not licensed. At no time should any information within this website be used and/or construed in any way as investment, tax or legal advice. This website is limited to providing the public with general information on our services and offering a means for the public to contact our offices.
Use of any information obtained from these web sites is voluntary and reliance on them should only be undertaken after an independent review of its accuracy, completeness and timeliness.