Who are our clients?
Primarily, a select group of professionals and business owners, who among other things aspire to a work optional lifestyle and simplification of their financial life. Alison Wealth Management doesn't try to be all things for all people, but rather all things for some people and it's all about right fit.
What do our client's want from us?
Some of our clients are approaching or already in retirement and they want to ensure they do not outlive their money.
Other clients of ours have no interest in retiring, but they go to work because they want to, not because they have to. They are in their peak earning years and want to ensure they are maximizing their wealth while minimizing their taxes.
These clients hire us for guidance when they have a life event that could create challenges or opportunities to their financial situation. These events commonly include such things as starting a family, a new job opportunity, sudden wealth through company stock or options, feeling like you are paying too much in taxes, starting a new business, preparing for retirement, or a death in the family.
How do we get our clients to their goals?
Over the last 14 years, we have developed and refined a process that puts all the pieces of the financial puzzle together for clients as their life unfolds and needs evolve. It's called The Bucket Plan®.
The Bucket Plan® Helps You:
- Secure your family's investment legacy
- Maximize your income while minimizing your taxes
- Achieve a work optional lifestyle
- Face the future with anticipation rather than apprehension when it comes to achieving your bucket list
Schedule a complimentary 20-minute introductory meeting to determine if we are the right fit!
What is our passion?
Our passion is providing holistic planning to our clients. Check out the video below to understand the value of a holistic advisor.
To validate his commitment to delivering holistic advice, Dave Alison has earned a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, the Enrolled Agent who is admitted to practice before the IRS, the Certified Financial Fiduciary® designation, the Series 65 license - Uniform Investment Adviser Law Examination, as well as the Life, Health, and Annuity insurance licenses.
With a diverse educational background, we bring solutions to our clients including:
Expecting a newborn child? Early retirement? Buying your dream home? Funding a college education? — life moments that provide great joy, but come with so many financial questions. Don’t worry, we’re by your side to guide you through every step.
Want to reduce risk, reduce taxes, and reduce fees? We build custom strategies to tilt the portfolio towards data trends that exhibit characteristics of higher expected return while focusing on minimizing costs.
Stressed out about taxes, not only today but into the future? We’re here to make tax preparation and filing simple. Just upload some files, and we'll do the rest. We'll also optimize your current and future taxes, and ensure you get the largest eligible refund.
Retirement brings a lot of complex choices such as planning for the timing of Social Security benefits, retiree-specific tax planning, making Medicare and other health insurance decisions, and combating longevity risk.
Learn our process for new clients?
Meet Your Advisor:
Working with your CERTIFIED FINANCIAL PLANNER™ & Enrolled Agent at Alison Wealth Management can bring all your financial, tax, and investment management needs together so you don’t have to worry -- ultimately helping ensure your retirement is on track and you live your best life.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. CFP® professionals are required to act as a fiduciary of the client at all times when providing financial advice.
Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards.
Our team takes a holistic approach to financial planning. We try to help maximize your life-savings to accomplish your unique goals by coordinating all critical areas of your financial life, including:
- Comprehensive Financial Planning
- Investment Management
- Tax Planning & Preparation
- Compensation Planning
- Estate Planning
- Social Security strategies
For a complimentary consultation contact us or call now at (650) 617-3402.
Delivering a complete, integrated experience.
At Alison Wealth Management, we bring the pieces together so you don’t have to--helping you grow and protect your wealth.
Ways to Work With Us
Comprehensive Wealth Management
One-Time Individual Service