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
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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Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
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