ALISON Advisors

Alison Flaum M.S. , CLU®, ChFC®

Firm's Visionary, Owner and Wealth Advisor

 

Alison simplifies the chaos of wealth, so her clients can pursue their passions, build wealth, and have fun with their life. Alison has a unique style, an ability to listen and understand clients in a manner that preserves their personal values, intent and mission into every aspect of their financial management programme (accounts, legal documents, entities created, people included, etc.).  Alison, our founder, is very much like her clients, bold, direct, passionate, action oriented and true to her values.

With Alison's formal education in economics, communications and finance, combined with her training in fine arts, she sees her role with clients creating a masterpiece.  A plan that is synchronized, well blended and balanced to leverage and preserve her clients freedom and values, as well as their wealth.  When talking with Alison, she often uses the analogy of art, "it is as if you are commissioning me to paint a painting that captures who you are and what you want to be.  When  listening to you, I visualize the past, present and future to be first understood before it can be captured in the final output.  When analyzing your assets, I look at a 'color palette' from which I have to work with to make it all happen."

Alison's affiliation with numerous resources, including The Nautilus Group®, provides ALISON with "professional resources" of  individuals credentialed in law, accounting , taxation and insurance to meet the advanced insurance and financial needs of affluent individuals, professional athletes/entertainers and owners of privately held companies.  Alison uses these resources to brainstorm, analyze and capture her ideas for her client's plans is critical part of the process.

Professionally, Alison is a sought out speaker in the area of cash flow management and wealth Accumulation. Alison has her Chartered Financial Consultant (ChFC)® designation from the American College, is an active member in many professional organizations and is involved in many community organizations. She is from the Northeast originally, earning her bachelor's degree in Communications, Legal Institutions, Economics and Government in 1991, and a Master's degree in Administration in 1992, both from the American University in Washington D.C.

Serving her clients since 1997, she expanded into a firm by hand selecting additional professional practioners with similar values, knowledge and work ethics to duplicate herself so a greater population could be served and her legacy be established for the people who rely on her for their financial peace of mind.  Having a "team" means if anything ever happens to Alison or Adam, our client's program will continue with the same passion and vigour without interuption.

Alison has two young children she adores, both boys ages 14 and 10.  Alison also loves to travel the world, paint what inspires her and experiments in the kitchen.  With her children, she works on volunteer projects nationally and in the community that she and her kids are passionate about and loves helping people live with a joyous sense of self and well being and to live their dreams.

 

Adam Schwartz, M.S.

Co-Wealth Advisor

Since 2013, Adam has been working with clients side by side with Alison to simplify their wealth, focusing on what is important to them and presenting ways to address the issues that keep them up at night.  Tooled with over 30 years of formal experience in charitable giving and understanding how to manage cash flow in a way that makes things happen, Adam  has worked with clients, spoken at national conferences and local boardrooms.  He brings to the table a genuine desire to make a difference in our clients lives and in the community.  Adam is a graduate of the University of Michigan and is an avid fan of their sports teams.  He also received a Masters from Case Western Reserve University.  Adam is happily married to his wife Stacey and is the proud father of his four children, two sons and two daughters.                                                                               

  

Our Professional Resources

 

The Nautilus Group®

With offices in Dallas, Texas, The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting insurance and finance to meet the advanced insurance and financial needs of affluent individuals, business owners of privately held companies and professional/athletes. Working closely with Alison, they provide strategies for consideration by the client's own legal and tax advisors. The work of the Nautilus Group revolves around three objectives common to estate conservation and business succession: growth, protection and distribution. Neither members nor staff of the Nautilus group may give tax or legal advice.  The Nautilus Group is a service of New York Life Insurance Company. Alison Flaum is a Member Agent of the Nautilus Group.

 

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