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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.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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LET'S GET CONNECTED

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