Alliance Financial Group

We provide more than financial advice — we offer a roadmap to financial freedom. I work closely with business owners and individuals to design customized strategies that build, protect, and transfer wealth. From optimizing business cash flow and succession planning to personal investment management, retirement readiness, and insurance planning, I help clients make confident financial decisions at every stage.

My mission is to simplify the complex and empower clients to take action toward their goals — not just with numbers, but with clarity and purpose.

- Life Insurance
- Investments
- Tax Planning
- Estate Planning

• Cash Balance Plans
• Retain Key Employees
• Group Disability
• Group Life
• Key Man Insurance

• Brawley Adams
  Financial Advisor
  Phone: (239) 445-5131
  Cell Phone: (239) 445-5131
  Send an Email
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• Keith Smith
  14021 Metropolis Ave

  Fort Myers, FL 33912

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