Ken Beers of Alliance Advisory Group

Ken Beers of Alliance Advisory Group I facilitate financial empowerment & success;
providing confidence for our clients to implement efficient
strategies for the future of families and businesses.

https://www.livingbalancesheet.com/lbsVision/lite/kenbeers Financial Representative of The Guardian Life Insurance
Company of America® (Guardian), New York, NY. Alliance Advisory Group, Inc is not an affiliate or
subsidiary of Guardian. Alliance Advisory Group, Inc is
not registered in any state or with the U.S. Securities
and Exchange Commission as a Registered Investment
Advisor. CA Insuran

ce License Number - 4348428. This material is intended for general use. By providing
this content The Guardian Life Insurance Company of
America, Park Avenue Securities LLC, affiliates and/or
subsidiaries, and your financial representative are not
undertaking to provide advice or make a recommendation
for a specific individual or situation, or to otherwise
act in a fiduciary capacity. Guardian, its subsidiaries,
agents and employees do not provide tax, legal, or
accounting advice. Consult your tax, legal, or accounting
professional regarding your individual situation. Links to external sites are provided for your convenience
in locating related information and services. Guardian,
its subsidiaries, agents and employees expressly disclaim
any responsibility for and do not maintain, control,
recommend, or endorse third-party sites, organizations,
products, or services and make no representation as to
the completeness, suitability, or quality thereof.
/COMPLIANCE:2024-762/

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are so...
04/07/2025

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Ideas on how to build a solid investment portfolio.

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realitie...
04/04/2025

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
04/02/2025

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy
03/31/2025

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Advanced Planning Strategies Explained

What steps might help you sustain and grow your retirement savings? This piece explores them.
03/28/2025

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
03/26/2025

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by ag...
03/24/2025

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40. But there may be a better approach.

FIRE method encourages aggressive saving to retire by age 40. But there may be a better approach.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
03/21/2025

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retir...
03/19/2025

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retirement income plan.

Five things to consider before adding an annuity to your retirement income plan.

FDIC insurance was designed to protect your deposited funds, but do you know how?
03/17/2025

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

The end of the year is a great time to ensure your financial strategy is in order, so you can enter the new year with co...
03/14/2025

The end of the year is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

Year-end is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

This piece presents an overview of fundamental steps to consider when a loved one passes.
03/12/2025

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Address

513 W 3rd Street
Jamestown, NY
14701

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 10am - 2pm

Telephone

+17164831531

Website

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