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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What kind of auto insurance should you have? Do you know?
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Make your retirement as exciting as your next vacation.
$1 million in a diversified portfolio could help finance part of your retirement.
Making the most of surprises is a great reason to work with us.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Have you found yourself suddenly single? Here are 3 steps to take right now.
How do the markets usually react to elections? Was the 2016 election any different?