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Our Services

Allard Financial Advisors offers full investment services and specialize in portfolio management, tax-efficient investing, retirement planning, insurance services and estate conservation.

Method 10™ Solutions

Tax Planning

Income Tax and Estate Tax Planning

Tax-Optimized Investing

Charitable Planning

Trust Services

Investment Planning

Integrated Asset Allocation and Portfolio Design

Customized Asset Management Programs

Diversification Strategies

Alternative Investments

Income Protection & Asset Preservation

Long-Term Care Insurance

Disability Protection

Income Replacement

Creditor Protection

Retirement Planning

IRA Rollover and Distribution Planning

Income Projection Analysis

Fixed-Income Strategies

Qualified Plan Design and Compliance

Business Planning

Business Succession

Buy-Sell Agreements

Non-Qualified Retirement Plans

Key Employee Retention

Estate Planning

Wealth Transfer and Tax Reduction

Charitable Gifting

Trust Services


Life Insurance Analysis and Design

Long-Term Care Insurance

Disability Protection

Education Planning

Coverdell Education Savings Accounts

529 College Savings Plans

UGMA/UTMA Accounts

Trust Services

Special Situations


Incapacitation and Control of Assets

Debt Management

Creditor Protection

Efficient Credit Management

Method 10® is property of Avantax Wealth ManagementSM. Copyright© 2019. All rights reserved.

For Tax & Accounting Services: Visit Allard & Company, CPA's

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (479) 636-3731