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PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or pursuing a work optional lifestyle, we’re here to help you achieve your financial goals.

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EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

What does it take to build your ideal lifestyle - financial future - retirement? An exceptional, tax centric planning process, tailored wealth management strategies and disciplined execution.

We have only one focus: you. Together, we can build the financial future your family deserves.

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Life Happens - We’re With You Every Step of the Way

We’ll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Bart Allard

Bart P. Allard, CPA, PFS

Financial Advisor, Managing Member

Tonya Fulcher

Tonya G. Fulcher, CASL®, CRPS®

Financial Advisor, Member

Paul Allard

Paul F. Allard, CRPC®

Financial Advisor, Member

J. Kevin Fulcher

J. Kevin Fulcher

Wealth Management Assistant

Jaymie Welch

Jaymie Welch

Administrative Assistant

HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

<p>Term vs. Permanent Life Insurance</p>

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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<p>Disability Income</p>

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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<p>The Other Sure Thing</p>

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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LET'S GET CONNECTED

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