Broker Check
Client Logins

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.

Request Information
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.

Learn More

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>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn More
<p>When to Self-Insure</p>

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Learn More
<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.
Learn More

LET'S GET CONNECTED

Thank you!
Oops!