Simplifying the Chaos of Wealth

Over time, ALISON has found our firm's passions, talents and resources best serve professionals, entrepreneurs and retirees. Our clients tend to be individuals who have created their own wealth or have inherited it from prior generations and want to best align their financial resources and assets to most efficiently achieve lifestyle goals, pursue passions or meet sometimes conflicting needs. Whether it is to align, consume, preserve, propel and/or transition their wealth, we work to identify, design and orchestrate solutions using a unique combination of financial tools. At ALISON, it's about our clients and their risk tolerance, their values and their needs for the present and future. Our clients are passionate about positively impacting their lives, the lives of their loved ones or their community, often in ways that change the world.

Some of our clients come to us because they have been tasked with managing the assets of aging parents, or find themselves in unfamiliar territory due to sudden financial losses or prosperity related to inherited or awarded funds. Whether it was sudden, or they have been working diligently generating income from their professional pursuits over time or just getting started, they desire the collaborative process of working with Alison to identify how much to put in a specific financial products, how to reduce unforeseen risks that can wipe them out, how to allocate funds for specific needs like retiring early or living a specific way given time horizons, tax brackets, liquidity and all the moving parts given the advantages and disadvantages of each option.

This is what we do, simplify the chaos of what seems overwhelming or just unknown.

Additionally, our location is easily accessible to our local clients and our elaborate systems are designed to accommodate both our local and out of town clientele. Approximately 30% of our clients do not live in San Antonio and the surrounding area, but are located throughout the U.S.

Our clients are brilliant, energetic, down to earth, honest, to the point and are just fun to be around. They think big, expect a lot and want an adviser that understands who they are at the core.

photo of Marrus family

Marrus family

photo of Thomas family

Thomas family

photo of Bishop family

Bishop David and Reverand Dr. Claudette Copeland

 

Common Issues Facing Clients

Our objective is all about our clients - Simplifying the chaos in their lives in all areas we can impact for them to be at peace, happy and to have assets organized in a way that move them in the direction they want to go with enough structure that they get there, but enough flexibility to pivot when needed. We have found that many of our clients need to consider the following areas or issues over the course of lifetime planning. Below are some summaries and concepts that may be helpful to you. As their lives and the economy or legislation ebbs and flows, so do the plans.

We become the Quarterback to all the moving parts of their plan...because it all matters, from having the Power of Attorney documents in place to the right business exit strategy, not just the investment and insurance products, but the power is in combination.

This is what it means to be a Wealth Advisor* and a client of ALISON.  We charge an annual fee for the continuous planning.

Business Owners

Professionals and Retirees

* Financial planning and wealth advisory services offered through Alison's affiliation with Eagle Strategies LLC, A Registered Investment Adviser.