Jeff Rose

Personal Finance, Retirement, Insurance
“As the CEO and Founder of Alliance Wealth Management LLC, I am committed to showing my clients the right way to financial freedom. In launching Good Financial Cents, my own personal financial blog, I've has been able to be the “complete package advisor” I’ve always aspired to be. ”

Alliance Wealth Management

Job Title:

CEO and Founder


Given Jeff's unique interest in the financial markets and his excited to meet new people, being a financial advisor was the perfect fit for his career. He started his career as a financial advisor with A.G. Edwards & Sons in 2001.

In January of 2005, 4 years into his career, he was called upon to support Operation Iraqi Freedom. Anticipating his return, he attained the Chartered Retirement Planning Counselor designation between mission and duties during his downtime in Iraq.

As soon as he returned from Iraq, he resumed his career as a financial advisor. His goal was to provide financial guidance to people in all areas including: investments, insurance, taxes, and estate planning. In November 2007, he became a CERTIFIED FINANCIAL PLANNER™ practitioner, and a month after that, he formed Alliance Investment Planning Group LLC. Since then, Jeff created his own registered investment adviser named Alliance Wealth Management LLC.

With the hope of helping people make sense of investing and their personal finances, Jeff launched his own personal financial blog called Good Financial Cents and life insurance site Life Insurance by Jeff. With so many different options out there, Jeff hopes to ease the fog and help others make clear and smart financial decisions. He currently writes for Forbes, US News & World Report, and CNBC. In addition, he has been featured in major sites such as Huffington Post, Wall Street Journal, Reuters, Kiplingers, and Fox Business.

Jeff resides in Carterville, IL with his wife, Mandy, and his three sons Parker, Bentley, and Sloane and daughter Janella.


BA, Finance, Southern Illinois University

Assets Under Management:

$38 million

Fee Structure:


CRD Number:


Insurance License:


  • This Investor Didn’t Know He Was Paying $5,500 Per Year in Investment Fees
All Answers
Sort By:
Most Helpful
    Social Security
What is the maximum I can receive from my Social Security retirement benefit?
92% of people found this answer helpful

Assuming you qualify for the maximum benefit based on your pre-retirement income, how much you will receive will depend on your age at the time you begin collecting benefits. If you retire at 62, the highest you can receive is $2,153 per month. At 65 it can be as high as $2,542. At 66, $2,687. And if you wait until you turn 70, it can be as high as $3,538.

However, there's no advantage to delaying collecting benefits past 70, since the delay no longer results in a higher benefit.

August 2017
    Personal Finance
What is the difference between disposable income and discretionary income?
91% of people found this answer helpful
July 2017
    Personal Finance
Will it hurt my credit to transfer from a high interest card to a zero interest card?
80% of people found this answer helpful
July 2016
    Financial Planning, 401(k)
Should I pay off my mortgage by withdrawing from my 401k?
80% of people found this answer helpful
July 2016
    Retirement, Retirement Savings
How should I prepare for my retirement?
78% of people found this answer helpful
June 2016