Welcome, I'm Robert Foley
Financial Professional
“I believe meaningful financial planning starts with trust, strong relationships, and a clear understanding of what matters most to each client.”
About.
I work with business owners, professionals, and families who want to build smarter, more efficient financial strategies for the future. I am backed by a team with more than 70 years of collective financial planning experience, allowing me to bring a broad perspective and deep planning insight into each client relationship. Together, we help uncover opportunities that are often overlooked, particularly in areas like advanced business planning, protection strategies, and long-term wealth preservation. I believe the right structure, guidance, and relationships can create a lasting impact not only for an individual or business, but for future generations as well. My approach is simple: people deserve straight answers, real relationships, and strategies that improve their lives. After spending nearly two decades working at UPS, I learned that trust is earned through consistency, hard work, and showing up for people day after day. That same mindset is the foundation of how I work with clients today. I’m especially passionate about helping my clients uncover opportunities they may not know exist, particularly in areas like advanced business planning, asset protection, retirement strategies, and long-term wealth preservation. Many hardworking people spend their entire lives building something valuable without ever being shown the tools available to protect it, grow it, and pass it on efficiently. I believe financial planning should feel practical, empowering, and deeply personal, not corporate or transactional. My goal has always been to become a trusted resource for the people I work for.
Alliance Financial Group
We protect and provide for what you care about most.
11,000+²
Clients
$6.7 Billion
Protection In Force
$1.6 Billion
Assets Under Administration²
50
States Serviced
Our history dates back from 1987 - as one of the first financial planning firms in Southwest Florida. We began and continue our mission with one goal - to protect your family should the worst happen, and provide the greatest service to your legacy. SUPPORTED BY THE STRENGTH OF GUARDIAN® - a mutual company. As a Fortune 250 company, The Guardian Life Insurance Company of America, has been helping people protect their future and secure their lives for more than 155 years with an A++ Financial Strength Rating.1 Guardian is one of the largest mutual insurance companies in the country serving 27 million people every day. With some of the most extensive products in the business, our clients enjoy a suite of benefits alongside some of the strongest dividend returns in the industry.
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Asset Protection
Trusts, life insurance, annuities, LLCs, proper titling, and homestead exemptions help shield wealth from lawsuits and creditors. Florida-based strategies, umbrella coverage, and retirement accounts work together to preserve your legacy and long-term financial security.
Business Planning
Clear goals, strategies, and action plans guide how a business is run, grown, and eventually sold. Business planning aligns operations, financial projections, market analysis, and risk management to address challenges, seize opportunities, and support long-term growth.
Cash Flow Strategy
A cash flow strategy organizes income to create stability and consistent savings. Funds are directed into a Wealth Building Account to save automatically, manage cash reserves, cover expenses, and support long-term goals without relying on strict budgeting.
Insurance Planning
Insurance planning begins with utilizing our proprietary software, The Living Balance Sheet, to calculate your human life value. With many types of products in the marketplace, through proper planning we can provide the protection without changing your lifestyle.
Tax Mitigation Strategy
Tax mitigation strategy designs personalized plans to help minimize taxes using deductions, credits, 401(k) and Cash Balanced Plans. We analyze finances, maximize retirement contributions and use tax‑efficient investments to help you preserve wealth.
Income Protection
Disability insurance protects your ability to earn an income. Group coverage may fall short, so we help clarify policy definitions, compare group and individual options, select benefit periods, and ensure income continues in the event of illness or injury.
Estate Planning
Estate planning helps ensure property and investments pass to your chosen heirs. We coordinate with your CPA and attorney to create wills, trusts, powers of attorney, and healthcare directives while reducing taxes, probate, and planning for guardianship.
Long Term Care
Long-term care planning prepares you for extended health needs. Planning earlier helps keep premiums lower, since Medicare doesn’t cover custodial care. Coverage can support home care, assisted living, or nursing care based on your health, lifestyle, and finances.
Executive Benefits
Executive benefits reward and retain key employees via defined benefit pensions, deferred compensation, bonuses and multi‑life disability coverage. Packages include key person insurance and buy‑sell agreement funding to protect the business if a vital partner dies or leaves.
Locations
Alliance Financial Group
14021 Metropolis Ave, Fort Myers, FL 33912, United States
Alliance Financial Group
10001 Tamiami Trl N, Naples, FL 34108, United States
Robert Foley
Financial Professional
“I believe meaningful financial planning starts with trust, strong relationships, and a clear understanding of what matters most to each client.”
