My Business Philosophy
With over forty years of experience in the financial industry, Thomas H. Allison with Allison Financial Services, understands that as financially concerned Americans you are constantly faced with questions about your current and future financial wellbeing. Today, there are many economic challenges that can have a serious effect on the quality of your life, both now and in the future, which can also have an effect on your children and grandchildren. Americans are living longer, and one of biggest risks Americans face today is that they will “out live“ their hard earned savings or impoverish themselves due to an unexpected event. It is of upmost importance that Americans realize the value of wealth accumulation, risk management and preservation of capital. This understanding requires you to invest a small amount of time and a commitment to learn. Our goal is to lessen the financial uncertainty of your life, accumulate and preserve your wealth.
Addressing your financial affairs can often seem like a daunting task filled with stress and uncertainty. Through education, this task can be simplified so that stress and uncertainty are minimized. Using proper financial strategies, individuals may be able to identify the financial problems that concern most investors.
Allison Financial Services is passionately committed to assisting its clients in answering complex financial questions and thus enabling them to be confident about their financial future and help them achieve financial security and independence.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even low inflation rates over an extended period of time can impact your finances in retirement.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding the value of a home warranty.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
For women, retirement strategy is a long race. It’s helpful to know the route.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How will you weather the ups and downs of the business cycle?
Estate conservation is too important to put off. Do you have a smart exit strategy?