Call us: (502) 550‑6586  ·  Mon–Fri 8:00 AM – 5:00 PM
Retirement Consultation

for the new economy

Alliance recognizes that retired living requires a shift in strategy. We take an informative and risk‑averse approach, keeping clients in the loop as we work to help them build a personalized retirement strategy capable of withstanding the test of time.

Let’s Talk
What we do

We offer a variety of services to our clients

Investment Advice

Forget about risking it all. Let us show you how to generate strong returns without the risk of losing everything to a single market hiccup!

Social Security

Finding the best time to begin drawing Social Security can be a little bit tricky. We’ll take a broad look at your financial situation to help you determine the best time to take this important step.

Insurance

Retirement can bring about a whole new world of insurance headaches. As the Louisville area’s foremost experts on all things insurance and Medicare, we’re uniquely qualified to help you make sense of it all.

Tax Clarity

Don’t let retirement over‑complicate your tax situation. Our concise, easy‑to‑understand consultation takes pain out of the equation.

A New Approach

Alliance strives to be different by considering every factor and accounting for every expense. Rest easy knowing that the long‑term viability of your retirement plan is our top priority.

And More

Alliance offers a wide variety of financial planning services aimed at helping you retire with peace of mind. Don’t wait, give us a call today and discover just how painless retirement can be!

1,578
Satisfied Clients
A retired couple relaxing with coffee on their front porch

Optimizing your retired lifestyle

The majority of our services are provided at absolutely no cost to you! So don’t just dance to Wall Street’s tune, call today.

Learn more about us Alliance Retirement Solutions, LLC BBB Business Review
Media

Lonny on local and national news

Lonny talks Black Friday survival on WDRB

Lonny joins the crew at WHAS 11 to offer some tips on… tipping.

Lonny appears on Wave 3 to share more financial advice just in time for Derby season!

Lonny on Wave 3 with budgeting tips for your Spring vacation

Lonny on WAVE 3 sharing strategies for getting your finances back on track

Lonny warning against summer splurges on WHAS 11

Lonny discusses holiday budgeting on WAVE 3

Lonny is also a frequent contributor on US News and World!

Get in touch

Arrange your consultation today

Call (502) 550‑6586 or send us a message below.

About Us

Lonny Powell

Lonny Powell, Founder and CEO of Alliance Retirement Solutions
“The idea behind Alliance Retirement first came to me during the market crash of 2008. Hearing that millions of retirees were going broke, I began to realize that something was terribly wrong in the world of retirement finance. I’ve made it my mission to help Louisville sleep easier by providing a safe, secure, stress‑free road to retired living.”
— Lonny Powell, Founder / CEO

A lifetime Louisville resident, Lonny Powell is the Founder/CEO of Alliance Retirement Solutions and has quickly risen to become one of the top financial minds in the investment and retirement industry. Due to his expertise, Lonny has been featured on many local and national news outlets for providing excellent financial and retirement advice. Through his years of work in both the financial and insurance industries, Lonny has helped over 1,500 families reach their financial goals of living a safe and comfortable retirement.

In addition to his A+ rating with the Better Business Bureau and NSAA accreditation, Lonny is a strategic member of both the National Ethics Association and the Council of Financial Educators. Lonny also teaches continuing education classes to CPAs and has dedicated himself to fostering the spread of financial literacy through his public workshops and seminars. When he’s not working, Lonny enjoys reading and spending time with his dog.

Lonny Powell appearing on a local news broadcast

Michael Cummings

Michael Cummings, retirement planning specialist at Alliance Retirement Solutions

Michael has been an important part of the Alliance Retirement Solutions team for the past five years, working closely with Lonny Powell and supporting clients throughout the retirement planning process. From the initial conversation through the planning process and ongoing client relationship, Michael helps ensure clients have a consistent and comfortable experience.

Michael believes retirement planning is about more than financial numbers, it’s about helping people feel confident about the future and enjoy the life they’ve worked so hard to build. He takes pride in developing genuine relationships with clients and being a dependable resource when they need assistance.

Outside of work, Michael enjoys spending time outdoors and being Lonny’s dog’s favorite.

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Services

How we help you retire with peace of mind

  • Big Picture Consultation

    Wall Street advisers tend to have tunnel vision. They’re profit‑driven and product‑focused. Alliance strives to be different by considering every factor and accounting for every expense. You can rest easy knowing that the long‑term viability of your retirement plan is our top priority.

  • Social Security Timing Analysis

    Finding the best time to begin drawing Social Security can be a little bit tricky. We’ll take a broad look at your financial situation to help you determine the best time to take this important step.

  • Tax Clarity

    Don’t let retirement over‑complicate your tax situation. Our concise, easy‑to‑understand consultation takes pain out of the equation.

  • Expert Investment Advice

    Our unique safety‑first approach to investment has been designed from the ground up to help our clients rest easy. Forget about risking it all. Let us show you how to generate strong returns without the risk of losing it all to a single market hiccup.

  • Insurance and Medicare Consultation

    Retirement can bring about a whole new world of insurance headaches. As the Louisville area’s foremost experts on all things insurance and Medicare, we’re uniquely qualified to help you make sense of it all.

  • And More

    Alliance offers a wide variety of financial planning services aimed at helping you retire with peace of mind. We designed our uniquely informative approach to empower our clients because we’re not content to simply have you know where your money is. We want you to know how it’s being put to work for you.

Media

Lonny on local and national news

Lonny talks Black Friday survival on WDRB

Lonny joins the crew at WHAS 11 to offer some tips on… tipping.

Lonny appears on Wave 3 to share more financial advice just in time for Derby season!

Lonny on Wave 3 with budgeting tips for your Spring vacation

Lonny on WAVE 3 sharing strategies for getting your finances back on track

Lonny warning against summer splurges on WHAS 11

Lonny discusses holiday budgeting on WAVE 3

Articles

Below you’ll find a selection of the articles Lonny has written for US News and World!

Free Resources

Links

Mortgage Calculator – An excellent, easy‑to‑use home mortgage calculator.

SSA Benefits Calculators – An excellent suite of benefits calculators provided by the SSA.

Who’s Your Fiduciary? – A helpful primer on the differences between two of the most popular financial advisory licenses.

Downloads

Budget Worksheet – A simple, easy‑to‑use worksheet for budgeting daily expenses.

Holiday Budget Worksheet – A specialized worksheet for budgeting around the holidays.

Tax Cuts and Jobs Act Comparison – A handy reference on recent changes to the tax code.

Nickel Challenge Worksheet – A fun 365 day challenge displaying the power of budgeting.

Podcast

How to Get Rich

  • Posted February 25, 2019 · Podcast

    How to Get Rich: The Basics

    Lonny is joined by ‘How to Get Rich’ Producer Joseph Powell for a quick, informative discussion on the financial principles observed by America’s wealthiest. There are no get‑rich‑quick schemes in life – the real road to wealth is built on sound, repeatable habits.

  • Posted January 25, 2019 · Podcast

    How to Get Rich: Cryptocurrency with Enrique Rodriquez, Part 3

    The discussion with Enrique Rodriquez continues in the third and final part of this wide‑ranging interview on all things Crypto and Blockchain.

  • Posted January 17, 2019 · Podcast

    How to Get Rich: Cryptocurrency with Enrique Rodriquez, Part 2

    The discussion with Enrique Rodriquez continues in the second part of this wide‑ranging interview on all things Crypto and Blockchain.

  • Posted January 4, 2019 · Podcast

    How to Get Rich: Cryptocurrency with Enrique Rodriquez

    Lonny is joined by Louisville’s leading Cryptocurrency expert Enrique Rodriquez for a wide‑ranging interview on the worlds of Bitcoin, Blockchain and more in this inaugural three‑part episode of the How to Get Rich podcast.

Get in touch

We’re ready and waiting to help make your retirement a breeze.

Call or click

(502) 550‑6586

Lonny@Allianceretirement.net

Our office

9900 Corporate Campus Drive
Suite 3000
Louisville, KY 40223

Hours

Mon–Fri 8:00 AM – 5:00 PM

Send us a message