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1080 Balkan Drive
Pittsburgh, PA 15239

Allison Financial Services

(412) 422-5200

 
Encore Careers: Push Your Boundaries Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement

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.

Helpful Content

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The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

When Markets React

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When markets shift, experienced investors stick to their strategy.

 

Saving on Subscription Service Costs

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Directors and Officers Liability Insurance

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Understanding Long-Term Care

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When Does Your Personal Car Become a Commercial Vehicle?

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A Bucket Plan to Go with Your Bucket List

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Social Security: The Elephant in the Room

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This questionnaire will help determine your tolerance for investment risk.

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This calculator can help you estimate how much you should be saving for college.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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There are some smart strategies that may help you pursue your investment objectives

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The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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