Preparing Heirs

 "Shirtsleeves to shirtsleeves in three generations" isn't just an expression; it's an unfortunate reality for many American families. Research has shown that two-thirds of inheriting generations will squander the family wealth—while living less than full and happy lives. Allegiant provides our clients with the knowledge and communication skills necessary to prepare younger generations to inherit and manage assets, pursue their own happiness, and feel appreciative—not entitled. At Allegiant, we understand that education is a key part of any long-term financial strategy.