Our passion is to help you design & manage a customized plan that covers all the bases, anticipates risk, capitalizes on opportunities, and gives you confidence and peace of mind to live how and where you want...for all the days ahead.
-Dave Alison, CFP®, EA, BPC
Book a 20-Minute introductory phone call. On our call we can get to know you – your situation, goals and needs – then outline our process, discuss ways to work with us, and connect you with an advisor committed to helping you pursue your goals and objectives.
Why Choose Alison Wealth Management?
- Desire the confidence and peace of mind that comes with a true financial plan.
- Hope to collaborate with an expert who can simplify the complex issues you face and educate you on your options.
- Want to prevent the IRS from taking taking a huge bite of your investments and estate, now and into the future.
- Seek a one-stop-shop that can handle it all so they don't bounce like a pinball between financial, tax, insurance, and estate planning professionals who offer conflicting or incomplete advice.
- Wish to overcome the complexity and confusion surrounding your unique financial situation by leveraging our expertise in retirement planning, taxation, equity compensation and stock options, estate planning, insurance, and investment management.
- Yearn for a planner who answers when they call, listens carefully, treats them with respect, and is proactive in identifying ideas and solutions that can add value to your financial situation.
- Wish for an advisor who is unquestionably honest and doesn’t hide anything.
How We Do It...
Holistic Wealth Management with Customized, Expert Advice
A Holistic Advisor combines investment advising, retirement planning, insurance, and tax management to maximize your financial affairs.
When you partner with Alison Wealth Management, you get a team of holistic CERTIFIED FINANCIAL PLANNER™ Professionals, investment advisors, and tax experts who educate and collaborate with you to craft a plan that reflects your unique wishes and needs.
Watch this video to learn more about the value of working with a holistic advisor:
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The typical Retirement Planning Client is age 50+ with retirement savings in excess of $500,000. They are facing critical once in a lifetime decisions and complex choices such as planning for the timing of Social Security benefits, retiree-specific tax planning, making Medicare and other health insurance decisions, as well as combating the risk of running out of money in retirement.
Our Core Values:
As a fiduciary advisor, we are 100% committed to you, meaning we unwaveringly put your interests ahead of our own.
From a clear understanding of our recommendations to full disclosure of our fees, we will always be upfront and honest with you.
We strive to continually invest in our own education to bring you the latest investment and planning strategies that help you to not only succeed, but also sleep well at night.
Approaching Retirement? Check Out Our Free Retirement Resources:
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How We Use The Bucket Plan® To Serve You
A strategic, structured approach to bucketing your assets to reduce risk and capitalize on opportunities.
The old way of investing was to keep a little pile of money at the bank and the rest of your money in a bigger pile of money in investments and hope that it would grow and provide throughout your whole retirement.
However, with today's market risks, expanded investment opportunities, and complex strategies for building, growing, and protecting your wealth, a more sophisticated planning philosophy is essential to securing your financial future. For this purpose, we have developed The Bucket Plan® philosophy to time-segment your money into three different buckets based on your investment time horizon, volatility tolerance, income or withdrawal needs, and customized tax planning.
Want Help Developing Your Customized Bucket Plan?
Book a 20-Minute introductory phone call. In 20 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue your goals and objectives.
The Money Cycle
The Money Cycle is something that we all go through during our lifetime, and there are three phases: accumulation, preservation, and distribution. If you are approaching retirement, watch this video to learn more about one of the biggest mistakes we see people make.
The Bucket Plan®
We have developed The Bucket Plan® philosophy to segment money based on your investment time horizon, volatility tolerance, and income needs in retirement. Watch this video to learn more.
Social Security Claiming Strategy Guide
When it comes to Social Security, there’s an elephant in the room…
When, where, and how should you file for Social Security so you can balance your benefits, tax exposure, and retirement lifestyle.
The problem is finding up-to-date, accurate information to help you make the right choices — choices that can make or break your biggest source of government-guaranteed retirement income.
Click the image to download our guide.
Looking for a Social Security Optimization analysis?
Book a 20-Minute Introductory Phone Call. In 20 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue your goals and objectives.
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