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How We Can Help

Do you have a financial strategy in place? If not, it may be because you don’t know where to start. At Allison Wealth Management, we seek to serve as a trusted partner for clients, assisting them in creating their own financial roadmap, guiding them along their path, and helping them stay on track.

Many of our clients come to us for guidance. Whether they are young families, government employees, business owners, or retirees, they may face uncertainty with their financial situation. We seek to help them manage their expectations and mitigate their concerns by working closely with them and developing strategies that can grow with them over the years. We understand that each client has unique financial situations and goals. Rather than rely on a cookie cutter approach, we create customized strategies that align with their objectives.

We aim to do this by utilizing a thorough process that begins with learning as much as possible about you and your entire financial picture, from your personal objectives to your debt, expenses, and savings. From there, we determine a course of action and share our recommendations, answering any questions you may have along the way. Once your strategies are in place, we offer ongoing monitoring, helping you stay on track as you pursue your goals.

Through this process, we can help answer a number of questions you may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • How can I offer a competitive, but cost-friendly retirement plan to my employees?
  • Can I afford to send my child to college?
  • What is my best pension payout option?
  • How can I get the most out of my 401(k) and IRAs?
  • How does my pension work with Social Security?
  • What are the elements of a sound estate strategy?
  • How can I better protect my business from unexpected events?
  • When should I plan for my eventual exit from my business?
  • How can I create a steady stream of income that lasts through retirement?
  • Do I have enough life insurance for my family?