I started my journey with a goal for mission work. I completed my BA in Bible and ministry, and during grad school found my passion to serve by helping families and business owners protect what they worked so hard to build. I have had the opportunity to serve others through my involvement with the Rotary and also on the board of Golf 4 The Disabled. I am blessed with an amazing wife and three beautiful children.
I have a passion for financial analysis, wealth strategies and investing. We have focused our practice on building a solid team for our clients through connecting with their attorneys, CPAs and other important people in their lives. I believe our health and wealth are instrumental to the enjoyment of our lives and families. With experience in financial services, I understand the unique challenges my clients face:
- Striving to meet their financial future
- Supporting their families
- Caring for aging parents
- Determining strategies for income in retirement
My goal is to help reduce my clients’ stress around these financial matters and move into the next phase of their lives. I help clients by providing the following services tailored to their unique situation:
- Financial assessments
- Strategies for managing retirement income and expenses
- 401(k)'s, 403(b), 457, TSP, PERA options with career transitions
- Estate and Legacy strategies
- Wealth preservation strategies
- Strategies including life insurance, long-term care and annuities
I believe ongoing education to expand my knowledge and better serve my clients is an important component to my practice. My clients benefit from seminars, newsletters, conference calls and consultation about the markets, financial issues that can impact their goals and understanding different financial strategies.
I welcome the opportunity to meet with you to learn about your unique situation and explore how I can be of service to you.
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Employee Stock Options
- Charitable Giving
My Personal Interests
- Active Lifestyle
- Community Outreach
- Health & Nutrition
Phone NumberBritton Allison at (303) 796-8834
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