AllGen promotes financial wisdom to all generations in the pursuit of financial freedom through sound advice.
We want to live in a society that is financially wise and fulfilled because each of us is living out our purpose
We believe finances should be: Mastered, Owned (instead of borrowed), Empowering, and Impactful.
People Before Profits
All decisions are based on the best interests of clients and employees before the resulting financial impact for the firm.
Inspire for Betterment
We strive to inspire and give hope to our clients and employees as to the possibilities for their future.
We behave and make decisions based on the Golden Rule.
Challenge the Norm
We do not behave in accordance with principles merely because they are accepted standards, but because it’s the right thing to do.