ABOUT US
Reliable Alliance Financial was founded by Wan McCormick, CFP®, AFC® in 2014. As a member of the Fee-Only Garrett Planning Network, we strive to deliver quality and accessible financial solutions to consumers with only your best interests in mind regardless of the size of your wealth and without commissions.
Ms. McCormick made it her mission to make a positive difference in the world early in life. After years of dedicating herself to medical research, Ms. McCormick stumbled into the financial industry and discovered how significantly financial planning can improve the lives of individuals and families. Since 2005, Ms. McCormick has been assisting high-net-worth individuals and families optimizing their financial empire with efficiency and also guiding regular folks, such as teachers, engineers, and other professionals building financial dreams from ground zero at national and regional financial institutions. During her last venture as an Army Career and Alumni Program Financial Counselor, where Ms. McCormick delivered over 700 comprehensive financial plans via real-time planning to transitioning Servicemembers and received multiple awards, she was prompted by colleagues and clients to start her own firm. Thus came the birth of Reliable Alliance Financial. Since then, our firm has been quoted in the media, such as MarketWatch. GO TO OUR NEWS PAGE.
At Reliable Alliance Financial, we believe in planning with a 360-degree view of your life in order to create a harmonious and integrated plan. We also believe in honesty and transparency. As a result, we adhere to the fiduciary standard and carries a full disclosure, including our fee structure, on our website. To promote fairness to consumers, the fee for our holistic financial planning is based on the hours of engagement needed, which in turn is determined by the complexity of your financial situation, regardless the size of your assets. This is one of the many way to show our commitment to be your partner in success.
Ms. McCormick made it her mission to make a positive difference in the world early in life. After years of dedicating herself to medical research, Ms. McCormick stumbled into the financial industry and discovered how significantly financial planning can improve the lives of individuals and families. Since 2005, Ms. McCormick has been assisting high-net-worth individuals and families optimizing their financial empire with efficiency and also guiding regular folks, such as teachers, engineers, and other professionals building financial dreams from ground zero at national and regional financial institutions. During her last venture as an Army Career and Alumni Program Financial Counselor, where Ms. McCormick delivered over 700 comprehensive financial plans via real-time planning to transitioning Servicemembers and received multiple awards, she was prompted by colleagues and clients to start her own firm. Thus came the birth of Reliable Alliance Financial. Since then, our firm has been quoted in the media, such as MarketWatch. GO TO OUR NEWS PAGE.
At Reliable Alliance Financial, we believe in planning with a 360-degree view of your life in order to create a harmonious and integrated plan. We also believe in honesty and transparency. As a result, we adhere to the fiduciary standard and carries a full disclosure, including our fee structure, on our website. To promote fairness to consumers, the fee for our holistic financial planning is based on the hours of engagement needed, which in turn is determined by the complexity of your financial situation, regardless the size of your assets. This is one of the many way to show our commitment to be your partner in success.