Financial Freedom is the intersection between the life you want to live and your ability to live it.
Nationally Recognized Financial Advisory Firm
Charles Schwab Pacesetter IMPACT Award™ Winner
Preferred Financial Advisory Firm for Rollins College
2016 Pacesetter IMPACT Award™ Winner
Preferred Financial Advisory Firm for Rollins College
Find Your Path to Financial Freedom
FOUNDATION
Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.
FORMATION
Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
FREEDOM
Peace of mind, for your whole family.
We’ll collaborate directly with your attorney and other professionals, so you have an entire team focused on protecting your legacy. You get to focus on your loved ones, enjoying life, and giving back to the community.
Meet the Team
Paul Roldán, CFP®
CEO & Co-Founder
Jason Martin, CFP®, CMT
CIO & Co-Founder
Ana Fernandez, CFP®
VP, Financial Planning
Kathryn Hite, CFP®
Financial Advisor
Edwin Salazar
Financial Advisor
Judy Hulsey
Financial Advisor
Robert Cortes
Financial Advisor
Karen Vergara
Financial Advisor
LEARN MORE ABOUT
Financial Planning
Investment Management
Fiduciary Responsibility
Can I Live Off My Dividends and Interest in Retirement?
There’s no one answer and things aren’t as they used to be, but AllGen is here for you onRead More
Spotlight – Financial Freedom: Wealth Preservation
At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or incomeRead More
2nd Quarter 2019 Market Commentary
The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recession CurrentRead More
Eliminate Your Mortgage
70% of all homeowners have a mortgage. Which means 30% do not.1 If you aspire to be in theRead More
1st Quarter 2019 Market Commentary
The Long and Short of It: Long-term stock charts point to a potential change of trend in the long-runningRead More
Reduce your 2018 Tax Bill with Year End Savings
At the end of the year, everyone is busy with holiday celebrations, travel, and for some a very busyRead More
Making College Affordable
If you have a junior or senior in high school, then you know it is that time of yearRead More
4th Quarter 2018 Market Commentary
The Long and Short of It: – The economy is strong, however, bad breadth and negative divergences in theRead More
Annuities – Good Investment or Rip off?
Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and youRead More
ABC’s of Medicare
1st Thing to Know – Parts vs. Plans You are standing behind someone in line at the pharmacy. TheRead More
Small Business Retirement Plans
A lot of entrepreneurs and small business owners are focused on growing their business (as they should be). However,Read More
Financial Freedom Planning is the new Retirement Planning
Freedom Planning Mindset Do you remember how it felt to look at the world and believe anything was possible?Read More
2nd Quarter 2018 Market Commentary
The Long and Short of It: Increased volatility is causing extreme pessimism, which may be a good thing TradeRead More
June 2018: MONEY CENT$ CAMP 2018 AT DISCOVERY CHURCH
If you are a student and want to attend this camp, have your parents give us a call! We’dRead More
Tax Cuts and Jobs Act
AKA: “Just give me the low-down” As you have heard by now, Congress passed a new tax bill thatRead More
Vision Casting & Team Building
Allgen believes teamwork, perseverance, and fun can all happen in the same place! That’s why we gathered the AllgenRead More
No More New Year’s Resolutions
It is no wonder that as our credit card statements begin rolling in, we are motivated to make personalRead More
1st Quarter 2018 Market Commentary
The Long and Short of It: Tax cuts are likely to produce greater after-tax earnings and increase disposable incomesRead More
Why Do I Need a Financial Advisor?
The Man of The House… And The “Geyser” It all happened so fast. I was getting ready to doRead More
What You Need to Know About Disability
How Could a Disability Affect Me? Most workers seldom think about the financial consequences of long-term disability. Yet theRead More
Allow us to guide you toward Financial Freedom. Lets start your journey!
