Personal Financial Planning/Budgeting

Having a family of my own, I can relate to how expensive life can be. With child care costs rising, escalating college tuition fees, and retirement closing in, it is easy to feel financially burdened and confused on whether you are the right path to meet all of your future needs while balancing current financial obligations.

Allman and Associates can meet with you to develop a financial game plan that suits your financial goals and risk tolerance. If you are interested in reducing debt or developing a monthly financial budget, we can help. Some of the areas we can assist are:

  • College tuition planning
  • Retirement planning
  • Roth IRA vs. Traditional IRA analysis
  • Trusts
  • Gifting to family members
  • Debt reduction planning and analysis
  • Monthly financial budgeting
  • Investment analysis