Our Services
Allegiance Financial offers comprehensive wealth management and independent financial planning in the following key areas:
- Retirement planning
- Estate planning & preservation
- Investment portfolios
- Risk management through insurance and annuity products
- College funding
Our services are designed to help you answer the following questions :
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- What is the best way to save for college?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
- Do I have the right amount of life insurance?
At Allegiance Financial, we believe that good financial decisions don't need to be confusing. We provide simple, time-tested techniques that can help you make the most of your money and help achieve more of your financial goals.
For more information or to schedule an appointment, please contact us today 707-673-7615