Smart Financial Advice To Help You Surpass Your Goals
Together, we’ll tackle the financial unknowns that nag at you all night, so you have peace of mind in your money management and future.
Retirement
Investments
Taxes
Life Insurance
Financial Planning
Wealth Management
Retirement
Taxes
Investments
Life Insurance
Financial Planning
Wealth Management
Hey, I’m Todd.
In the thousands of conversations I’ve had with individuals over the years, they’ve offered me a front-row seat to their hopes, dreams, and aspirations. And as we work together, they begin to understand that their finances don’t need to be a source of anxiety. Rather, they can give them the power they need to bring their goals to life.
To make the most of your financial independence, you need to utilize various tools that will get you one step closer to the future you’ve always dreamt of. This means working with budgets, investments, and creating a financial plan that works for you – not a rinse and repeat template that so many advisors pawn off on you.
Most people approach financial planning with dread thinking it will only be about sacrifice and cutting back. But the truth is, I approach financial planning as a tool to align your wealth with your most important priorities.
I’m excited to learn more about who you are, what you love, and how we can work together to create an adaptable financial strategy that incorporates the core elements Dave Ramsey’s framework and checks all of your boxes too.
Todd Allen
There’s Something You Need To Know
Watch this quick video
Before you choose a Smartvestor Pro Financial Advisor, it’s important to know what to look for.
Your Trusted Partner At Every Step
I’m Here To Help
1.
Debt Reduction
2.
Bolstering Your Emergency Fund
3.
Full-Fledged Retirement Planning
Financial Solutions
Curated For You And Your Loved Ones
Financial Planning
Building and maintaining independence isn’t about doing what you’ve always done. Together, we’ll map out the strategies that will work best for your financial future.
Investment Advice
If you’re new to investments or simply haven’t had luck in the past, I’ll help you identify investment opportunities and strategies that align with your values.
Retirement Planning
I believe that everyone should have a future that is more exciting than their past. It’s about implementing a proven plan, growing your money without losing it, protecting your independence, making an impact, and leaving a legacy.
College Savings Plans
Sending a loved one off to school? Let’s make sure you feel confident in saving so you can provide them with a future that will set them up for long-term success.
Life Insurance
Life insurance may sound straightforward, but it’s much more complex than most realize. We’ll work together to ensure your policy is sound and your loved ones are taken care of.
Portfolio Diversity
Diversifying your assets is an incredible way to reduce the volatility of your portfolio. I’m here to ensure you don’t put all of your eggs in one basket but instead find the right blend of diverse investments.
Estate Planning
Through our proprietary strategies, team of lawyers, CPAs, and financial advisors, we can reduce your estate’s tax liability beyond what you may have thought possible.
Building a Strategy for You
“Through Todd, we’ve learned that 80% of a successful retirement is the strategy, not the products.”
— Ken and TrishaThese Core Values Guide Everything I Do for You
Based on my 30+ years of experience and SmartVestor training, here’s what I believe:
Don’t lose what you have.
Yes, growing your money is important—very important. But not losing it and protecting what you have earned against so many threats is even more important.
Before you get rich, make sure you’ll never be poor.
A good plan starts off by establishing a safe, stable foundation of products and strategies that will give you the peace of mind you’ve worked your entire life to establish.
You’ll likely live longer than you think.
And it’s going to be expensive. As you move through retirement, things are going to change. Let’s make sure you’re in a position to face these changes head-on, so your financial independence never wavers.
Our children and grandchildren may have it harder than we do.
The world has changed, the rules have changed, and I believe these changes won’t make it easier on our loved ones. Helping them, the right way, while preserving your memory is of utmost importance.
Good things only happen when you take action.
Good things only happen when you take action. Many of my clients are pleasantly surprised at how much we can positively impact their future. Regardless of your situation, together, we can make it better.
Financial Solutions
Designed With The SmartVestor Approach And Your Goals In Mind
Let’s Talk
No sales pitches here. I’ll listen, you’ll get answers.
Receive Your Custom Plan
Together, we’ll develop a financial strategy that allows you to meet your goals and set your family up for success too.
Gain Financial Freedom
We’ll keep you from losing sleep and make sure your finances work for you—not against you.
Rest Easy – You’re in Good Hands
“Going to bed each night knowing our lifetime savings are protected and working for us is one of the greatest benefits of working with Todd.”
— Will and Mary Gaspar
Fall Asleep Every Night Knowing Your Savings Are Protected
Dave Got You Here, I’ll Get You There
With over 30 years of experience, I’ve helped people from all walks of life ensure their money keeps working for them at every stage—enabling them to thrive.
Todd Allen
AIF ® — Accredited Investment Fiduciary
CLU® — Chartered Life Underwriter
ChFC® — Chartered Financial Consultant
MSM — Master of Science, American College of Financial Services
Member of Ed Slott’s Elite IRA Advisory Group
Life, Health, and Accident Licensed in multiple states — AK, AZ, CO, FL, GA, KS, MA, MI, MN, MO, NC, NJ, OH, PA, SC, TX, VA, WI, and WV
Registered Investment Advisor. Registered in the states of SC and TX
Retired U.S. Army Officer for 26 Years (Active and Reserves)
Dave Ramsey
19 national bestselling books
6+ million families helped
20+ years of financial experience
5,000+ SmartVestor trained professionals
Featured on Good Morning America, CBS This Morning, Today, Fox News, CNN, Fox Business, and more
23 million weekly listeners on The Ramsey Show
Guiding You to Your Goals
Together, we’ll develop a custom financial strategy designed with your goals in mind. You won’t find any copy and paste solutions here. Because after nearly 30 years of doing this, I’ve realized that each and every family is unique. It’s why we’ll get to know each other before digging into the details. This ensures any advice I provide or direction we take is tailored to the life you’ve worked hard to build.
Now is not the time to shoulder this burden on your own. I’m here to help you:
Save More Money
Protect Your Assets
Understand Your Taxes
Gain Confidence
Reduce Stress
Have Peace of Mind
And more…
The New Retirement Savings Time Bomb
by Ed Slott
In today’s world, it’s more important than ever to protect your assets. Learn more about how to take control of your retirement savings plan today. Simply schedule your free consultation to request your free copy of this insanely practical resource.