Finacial Planning

Your finances are your future. If you start early to plan for it, you can feel fairly certain there will be money enough to send your kids to college or look forward to retiring comfortably or even have peace of mind knowing you will be able to leave behind something for your loved ones. Just hoping the money will be there, is not good enough. A strong game plan for how to obtain your goals is the only way to give you a high probability of assurance you can live your dreams.

Alison, LLC Investment Advisors, an independent, SEC registered financial firm, with fee-only options works by investment committee to develop a system that will work for you. You get the minds of many, not just one, working on your peace-of-mind plan. Our clients consist of individuals, families, businesses, foundations, institutions and endowments.

We Are a Full-Service Firm Offering:

• Individual financial planning
• Group financial planning
• Investment management
• Insurance needs and analysis
• Employee benefits analysis and support
• Employee education programs
• Business succession, continuity and technology planning
• Trusts (family, irrevocable, living & special needs), foundation & estate planning

At Alison, LLC, we understand it is the big picture that counts. That is why we developed our self-updating fully comprehensive plan. This high technology system is an all-inclusive, integrated, daily updated investment management platform for all of your accounts tied to your financial plan. What that means is you are able to put all your accounts into one place. Our client portal, is a secure, web-based system that allows you to access your information 24/7 from anywhere.

In the portal, you can store all your documentation and can retrieve updated information on your account on a daily basis. You can connect all of your outside accounts to the client portal including separate brokerage accounts, mutual funds, spouse’s accounts and more. You can even store copies of important documents like your passport or deeds. The client portal continually monitors all of your investments. This allows you to see the impact of today’s ever-changing financial environment and make adjusts as necessary. You not only get a daily update of your assets we manage but it allows us to help you monitor all your other investment accounts, as well. We provide you with customized, automatic email alerts when any investment requires attention based on risk tolerance parameters we set together.

You can also pre-arrange a meeting with one of our Certified Financial Planners or Advisors at anytime from anywhere and review reports and make plans in real-time meetings. If you wish, you can give limited access to your estate planning attorney or CPA, that way your whole professional team is working from the same daily updated data.

Combine our powerful financial division with our tax division and you have a professional team leading you along the road to success.