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Serving as Your Financial Coach

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial strategy is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Allison Wealth Management, we want to serve as your lifelong advisor.

We are an independent financial services firm assisting clients in all stages of life. From young families and government employees to retired couples and seasoned business owners, we help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our top priority is to serve our clients first, last, and always. We believe our clients appreciate the value we offer and our personalized attention.

Based in Sacramento, California, we work with clients in multiple states across the country. We invite you to contact us today to learn more about how we can help you pursue your goals.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

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Helpful Content

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Lesser Known Provisions of the SECURE Act

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

 

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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Insurance Needs Assessment: Married With Children

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Orchestrating Your Retirement Accounts

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Principles

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Investment tools and strategies that can enable you to pursue your retirement goals.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Rightsizing for Retirement

What does your home really cost?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What Our Kids Can Teach us About Saving Money

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Here are five facts about Social Security that might surprise you.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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