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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.

Contact Us

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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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Investments

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Use this calculator to estimate your capital gains tax.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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