Allard Financial Advisors, financial advisor, financial planning, retirement planning, wealth management

Welcome to Allard Financial Advisors, a team of professionals providing clients financial peace of mind by helping them honor the important financial promises they have made in life.

We offer full investment services and specialize in portfolio management, tax-efficient investing, retirement planning, insurance services and estate conservation.

We are dedicated to helping you reach your financial goals and providing you trusted advice, timely information, customized solutions and investment performance monitoring.  Our team takes a holistic and long-term planning approach to help you build, manage and preserve your wealth.

We will guide you through tough financial decisions and help you develop a comprehensive wealth care plan.  Most importantly, we can provide you financial peace of mind by helping you keep your sights set on achieving your investment objectives and honoring the important promises you wish to make in life.

If you have any questions, please call (479) 636-3731 or email us at contact@allard-cpa.com.  We look forward to talking with you.

Also visit Allard & Company, PA - Certified Public Accountants 

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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

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