Insurance Protective Services
 Insurance is often seen as a necessary evil in our society. We buy insurance to protect our homes, our cars, our health and the people we love from an untimely death or disability. At WE, it is our belief that there are both good and bad strategies that can be employed when insurance is needed and/or appropriate. Unfortunately, a lot of bad policies and strategies exist and are sold when better (but lower commissioned) policies exist. Many of these policies can even be liquid and can typically more effectively meet a clients’ insurance needs. We can guide you through this maze and teach you these strategies.
To help assure that clients get what is best for them for their insurance needs and to assure commissions are secondary to client needs and design, the principals of WE Alliance Wealth Advisors, Inc. has also brought together a team of independent insurance expert advisors at our sister company, WE Alliance Insurance Solutions, Inc. Clients can be assured that professional insurance advisors there will help to evaluate the most beneficial policy approaches, help to minimize costs, help to maximize benefits, etc. for clients in the areas of long term care planning, life insurance planning and liability coverage.
Finally, you can have peace of mind by knowing your working with a firm dedicated to a client first, approach to insurance. This firm also has a commitment to you of full transparency and the agents therein will show you how to keep their commissions to a minimum which thus maximizes your returns.
3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475
Form ADV Part 3 - Client Relationship Summary • Privacy Policy
Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.
CA Insurance License #0A89858
Disclosure
WARRANTIES & DISCLAIMERS There are no warranties implied.
WE Alliance Wealth Advisors, Inc. is a registered investment adviser located in Roseville, CA. WE Alliance Wealth Advisors, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WE Alliance Wealth Advisors, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WE Alliance Wealth Advisors, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as WE Alliance Wealth Advisors, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WE Alliance Wealth Advisors, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WE Alliance Wealth Advisors, Inc., please contact the state securities regulators for those states in which WE Alliance Wealth Advisors, Inc. maintains a registration filing. A copy of WE Alliance Wealth Advisors, Inc.’s current written disclosure statement discussing WE Alliance Wealth Advisors, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WE Alliance Wealth Advisors, Inc. upon written request. WE Alliance Wealth Advisors, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WE Alliance Wealth Advisors, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
