Our Services
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
Insurance
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
Divorce
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.
contact@allard-cpa.com | (479) 636-3731