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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>Breaking Down the Parts of Medicare</p>

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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<p>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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<p>What You Should Do About Insurance Following a Divorce</p>

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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