How We Help

Simplifying the Chaos of Wealth

Welcome! We would enjoy the opportunity for mutual discovery to see we are the right fit for you as you navigate and organize assets to live your life your way, leave the legacy you desire and preserve what is important to you.  Just give us a call or send us an email. 

Most of our clients feel like they don't quite know how to evaluate if what they are doing or how they are doing it is structured in a way that is best for them. Whether it's Preserving a Life's Work, Building Wealth, Charitable Giving, Legacy planning, navigating Business or Family Dynamics or attending to someone with Special Needs. Planning needs can be simple or complex, but a missed item can be a problem. For example, if your kids are over 18, having a Medical POA so doctors can talk to you as the parent is critical. A Financial POA tells institutions that hold your money who to take instruction from when you are not able too, or when your adult child is unable to do so. Do you have the legal documents to identify who calls the shots when you can't, medically and financially?  What do you think or worry about? 

Let's face it, most successful individuals, retirees enjoying being retired and entrepreneurs "working it" always on their next idea... all know how to get the job done, run their business and enjoy themselves! But often, this does not mean they have necessarily learned how to navigate all the complex financial products available, the different qualified and non-qualified account types out there and even the ever-changing tax laws and estate management strategies to optimize and synchronize their wealth with present and future goals and visions.

Most successful people have learned very early on the importance of focusing on their own individual abilities and things that make them happy, and outsourcing responsibilities or engaging passionately knowledgeable professionals to work closely within the areas that are not their strengths. And this is where ALISON comes in, to be that passionately knowledgeable professional who cares about what you are trying to accomplish, communicates the complex in easy to understand actionable items, and who established a boutique business model to do this as efficiently and effectively as possible given all the complex moving parts for clients all over the country seeking her style and knowledge, resources and technology.

Our Services are in the heart and brains, we call "planning and design"

  • Listening to desires and concerns of the individuals who engage us.
  • Teaching clients how financial tools work so clients can make educated decisions. 
  • Designing financial plans together to organize assets to propel goals, address efficiency with taxes, income and wealth accumulation for the present and the future.
  • Orchestrating the implementation of these ideas so that they have the "buckets of money and resources" when needed.

Products

Financial products are the tools designed to help our clients live their life their way. To do so, it takes a little of this and that... we will help you figure it out.

A little of this and that includes:

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Mutual Funds
  • CDs
  • Income and Deferred Annuities
  • Money Market Accounts
  • Securities
  • Privately Managed Accounts
  • Qualified and Non-Qualified Deferred Compensation
  • Retirement Plans – Traditional and Roth IRAs, as well as Employer Plans

Products are just products, but the "secret sauce" is in the design and the allocation, the "art" of designing the life insurance or the portfolio, the right combination of each product - guided by your resources and objectives, designed with our knowledge and diligence, to get it right for tax efficient accumulation, guaranteed income, liquid fun and opportunity money, thoughtful legacy, asset and values transfer to the next generation through business transition or trust creation, special needs consideration and planning for the aging process.  It all matters.

Our Secret Sauce is...US, how you and we engage each other.

  • Staying Knowledgeable
  • Sharing Honestly
  • Client's Continuously Communicating and Reaching Out to Us as We Do with Them, it’s a Joint Endeavor
  • Mutually Caring about the Outcome and the Journey

You know there is no limit to the number of people who would just love to manage your hard earned assets. The problem is that there are very few who take a comprehensive approach and who will invest the time to learn and understand you...your wants, desires, fears and needs before they make recommendations for your income and assets.

Most individuals are looking to balance their competing needs for tax efficiency vs. asset protection vs. immediate access to money for consumption and future opportunities, but they do not know the questions to ask. We ask the tough questions and navigate them with you given the conflicts that arise along the way between reality and desires, or when spouses and business partners may have different preferences. This is our specialty at ALISON, we work it through and figure it out one step at a time.

Common Issues Facing Clients

 

 

What does it mean to be professionally aligned?

In her own right, Alison's formal education, passion and years of experience shows up in her ability to utilize and communicate her advanced and sophisticated knowledge in so many areas of wealth accumulation, asset protection, and estate/asset transfer or retirement planning; as well as in orchestrating, designing and utilizing all the various of types of insurance and investment products to implement all the moving parts and practical application of tax and planning design efficiency. However, she doesn't stop there - she has earned the privilege to be a member of the elite prestigious Nautilus Group® and was a member of Eagle Strategies LLC as a financial advisor for over 15 years. Alison professionally aligns herself with an army of advanced legal, tax and investment professionals as resources and backroom support for brainstorming, cross-checking a creative idea and staying on top of her knowledge level. Alison thinks not just about the now, but is forward-thinking on how ideas and concepts impact a client and play out over their lifetime, so clients can be one step ahead. When you work with Alison, you have her and all the professionals she engages with to support her efforts.