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.
Bart P. Allard, CPA, PFS
Financial Advisor, Managing Member
Tonya G. Fulcher, CASL®, CRPS®
Financial Advisor, Member
Paul F. Allard, CRPC®
Financial Advisor, Member
J. Kevin Fulcher
Wealth Management Assistant
Jaymie Welch
Administrative Assistant
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
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Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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