Allegiant is prepared, even if you are not. We will be your advocate.
We understand everything is difficult right now. Allegiant can help you find your footing.
Actions taken now will make a difference and help design your own life moving forward.
Whatever the circumstances, the Allegiant Private Advisors team is ready and qualified to serve as your advocate, especially during life’s most difficult seasons if you find yourself “suddenly single.”
As a boutique financial advisory firm, Allegiant holds sacred our commitment to always work in your best interests. We strive to be each client’s most trusted advisor, a role which is especially pivotal if you find yourself in the midst of a divorce or lose your long-time partner or spouse.
Has your spouse unexpectedly passed away? Losing the one we love most is tragic and overwhelming, no matter the circumstances. If he or she handled a majority of financial considerations, we realize it can be daunting to start having more in-depth conversations about investments, property, or other assets. The Allegiant team can help explain and evaluate your financial outlook, guide you through changes, and revisit your personal plan to move forward. We can support you in facilitating family meetings and help in numerous ways to ensure all the details pertaining to your partner’s estate are carefully handled.
If you are preparing to separate from your spouse, we realize your world is also turning upside-down. Having an advocate – especially a Certified Divorce Financial Analyst on your side – can help make this painful process more manageable.
Since our firm was established in 1997, Allegiant has been built to be your advocate through good times and bad. Our Advisors understand the complex challenges and emotional toll becoming suddenly single takes. Most importantly, we are a team of caring professionals who have expertise in helping clients find their footing and a path forward. Please contact our office if we can assist you.
If you are unexpectedly single for any reason, please rest assured, there’s no need to go it alone. Allegiant Private Advisors can help.
ThinkAdvisor: Divorce Doesn't Have to Be Contentious
Divorce is one of the emotionally charged life transitions that prompts clients to look to their financial advisor for guidance. It can be the start of a contentious and financially stressful process – one that can tax all parties involved and last for years. In an article published by ThinkAdvisor, Allegiant Wealth Advisor Michelle Cross, CFP®, CPA, CDFA®, explains a new relatively new approach for couples that are seeking a better process: Collaborative Divorce. Click here to reach the full article.
SarasotaMagazine.com: Divorce: Seeking Confidential Advice and Getting Your Financial Ducks in a Row
Divorce is an emotionally-charged life transition. If you’re preparing to separate, click here to review an outline of important financial details to consider in Allegiant's article published on SarasotaMagazine.com.
Allegiant's team of advisors, research analysts, and investment managers regularly share Features on our website. Click here to browse all articles.
Please click here to contact the Allegiant Private Advisors team. Our specialized advisors are here to help you explore options, provide impartial guidance, and be your advocate moving forward.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser