FINANCIAL PLANNING

How would it feel to have complete
Financial Freedom?

Maybe you’d get to travel more, pay for your child’s
education, devote more time to your family, pursue
your hobbies, or start a new business.

Financial Freedom encompasses all of the feelings
that are completely opposite of the way many people
feel about their money.

Instead of feeling stressed, worried or lost, when you
experience Financial Freedom, you enjoy a state of
bliss, confidence and assurance.

HOW IT WORKS?

Identify Your Goals
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IDENTIFY YOUR GOALS
To begin, we’ll work with
you to identify your goals
and individual financial
circumstances.

Personalize Plan
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PERSONALIZE PLAN
We will create a
personalized plan to help
you take charge of your
money and achieve your
goals.

Wealth Tracker Tool
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MONITOR PROGRESS
To make things easier for
you, we’ll use an online
Wealth Tracker tool that
will show you all of your
updated accounts and
progress in one
convenient, secure place.

Coaches
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COACH TOWARD SUCCESS
Our relationship isn’t
over after we create a
plan; rather it’s just
beginning. As you
implement your plan,
we will serve as your
coaches to help you
along the way.

THE ALLGEN FINANCIAL DIFFERENCE

Even the best athletes have coaches. As your Financial Planners, we coach you and provide tips along the way to help you stay on track.

You should consult with a Financial Planner if you:

  • Want to manage your finances, but aren’t sure where to start
  • Don’t have time to do your own financial planning
  • Want a professional opinion about a plan you developed
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes, or retirement planning
  • Have an immediate need or unexpected life event
  • Need someone to hold you accountable
  • Don’t have financial expertise or experience

We don’t believe in one-size-fits-all plans.

After listening to your goals, concerns, and values, we will analyze your situation and prepare individualized, objective, realistic recommendations to meet your specific goals.

We have the credentials and experience you can trust.

You can rest assured knowing your financial advisory team holds highly regarded designations in the industry including the Certified Financial PlannerTM (CFP®) certification. Each member of our team has an average of 12 years of experience, with degrees from respected institutions.

We give objective advice with your best interests in mind.

Allgen Financial is proud to offer fee-based planning services to ALLGENerations – absolutely no products are sold or pushed by our financial planning team. You can have peace of mind knowing that our Financial Planners give objective advice regardless of whether not you have hired Allgen for your money management needs. Our planning fees are based on your lifestage. Click here to view our disclosure information.