Financial Planning

The freedom to pursue happiness is really at the heart of every Allegiant financial plan. To help you attain this goal, Allegiant takes a holistic, fee-based, advisory approach to your financial security. We routinely guide you through key areas of financial planning (e.g., cash flow, retirement planning, tax planning, estate planning, education-cost planning, liability exposure, and insurance coverage) with the knowledge that your financial plan will always be a work in progress. At Allegiant, we understand that as your life progresses and changes, your ideas about happiness and security will change too.