Professional Guidance

Why Get Professional Guidance?

Planning isn't impossible. You just need to sit down with a professional and do it.

My goal is to provide you with the confidence that comes from knowing that your objectives and goals will be reached because you are working with someone you can trust. By working with someone well versed, trained, and knowledgeable about financial planning, and someone who keeps abreast of changes that occur in the financial world, you will learn how we can help you to:

 

  • Minimize your taxes.
  • Reach specific retirement goals.
  • Decide how to invest properly, based on your own goals and risk tolerance.
  • Ensure that your family and assets are suitably protected if the unexpected occurs.
  • Custom design programs and strategies that will help you to achieve your special goals… like buying a home, retiring early, financing your child's education, and more.

The retirement planning process begins with a complimentary Personal Retirement Viewpoint.  This is an opportuniity for a prosepctive client and the advisor to meet for 30 to 45 minutes to see if they each feel there is appropriate chemistry for a financial relationship.  The Personal Retirement Viewpoint allows the prospect to obtain a high-level understanding of their current position, their top three financial priorities and the services offered by the advisor.  The meeting will end with one of three decisions being made through joint agreement:

1.  Schedule a data gathering visit related to completing a Retirement Income Analysis.

2.  Gather information to solve a high-priority financial issue for the prospect.

3.  Both parties shake hands and depart having found no basis for a financial relationship.

CLICK HERE to schedule a COMPLIMENTARY Personal Retirement Viewpoint.

David Allen is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 3700 W. Sam Houston Pkwy. S. Ste. 250, Houston, TX 77042. Ph: (832) 251-5400. CRN202107-248552.

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