Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Serving as Your Financial Coach
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial strategy is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Allison Wealth Management, we want to serve as your lifelong advisor.
We are an independent financial services firm assisting clients in all stages of life. From young families and government employees to retired couples and seasoned business owners, we help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our top priority is to serve our clients first, last, and always. We believe our clients appreciate the value we offer and our personalized attention.
Based in Sacramento, California, we work with clients in multiple states across the country. We invite you to contact us today to learn more about how we can help you pursue your goals.Contact Us
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
When markets shift, experienced investors stick to their strategy.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
That big list of dreams and goals isn't the only way to look at your bucket list.
What if instead of buying that vacation home, you invested the money?
Taking your Social Security benefits at the right time may help maximize your benefit.