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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.

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.

The Other Sure Thing

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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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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LET'S GET CONNECTED

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