OUR SERVICES

  • COMPREHENSIVE FINANCIAL PLANNING

    We take a holistic, fee-based, advisory approach to your financial security, as we craft and implement a plan designed to help you reach your goals.

  • RISK MANAGEMENT

    We assess your exposure to potential liabilities and then develop, implement, and monitor a portfolio of insurance products to mitigate your risks.

  • ESTATE PLANNING

    We will oversee the development, management, and implementation of your estate plan in partnership with your total advisory team (e.g., your tax accountant and attorney).

  • LIFE TRANSITIONS

    We guide you through some of life’s most daunting financial transitions. Whether handling a divorce or preparing your heirs to inherit assets, we stay with you every step of the way.

  • INVESTMENT MANAGEMENT

    Our team manages assets conservatively, and each portfolio is customized to protect your best interests and to further the long-term vision we cultivate together.

  • RETIREMENT PLANNING

    Prudent retirement planning helps us optimize your assets and convert those assets into reliable and consistent income streams when the time is right.

  • EDUCATIONAL PLANNING

    We can help navigate the financial complexities involved in ensuring the next generation’s educational future.

HERE’S HOW WE GET THERE TOGETHER

Our team has decades of experience making a complex system work in your favor. We help you manage the full spectrum of your financial needs and steer you past challenges to keep you on the right path.

We’re a boutique team of independent thinkers who simply will not let you down. Think of your financial plan as a road map that constantly evolves with you, presenting you with all of the possible paths you can take.

You are the driver; Allegiant is your navigator.

1) INTRODUCTIONS

  • Meet your team
  • Learn about our customized wealth management process 
  • Explore your preliminary goals, time frame, and approach

2) GATHER INFORMATION

  • Securely share financial statements, documents, and tax returns 
  • Complete our investment policy questionnaire
  • Specify exact goals
  • Define risk tolerance

3) DEVELOP STRATEGY

  • Review tailored Wealth Management Policy Statement
  • Agree on all details of your plan

4) IMPLEMENTATION

  • Operations and Service Team prepares documents
  • Accounts are opened
  • Client orientation scheduled

CLIENT BILL OF RIGHTS

It is our mission to deliver outstanding client service at all times. Here’s what you have a right to demand and expect from us:

1) Your overall success is our first priority and the primary basis upon which we will evaluate our own performance. We will know your financial situation and goals, and no one will be more dedicated to your success.

2) Your account will receive customized advice, not boilerplate packages created by mass marketing financial firms.

3) Our advice to you will always be in your best interest. If there is ever a conflict of interest with anything we recommend, we will disclose this to you and discuss all your other possible choices. We take our fiduciary responsibility to you seriously, and are proud of it.

4) We will always remain independent, having no proprietary products, in order to best recommend a broad range of products that are right for you, the client.

5) You will receive monthly statements when there is activity in the account, and in addition, advisory performance reports will be produced every quarter.

6) You are invited to meet with us as often as you like.

7) You will have daily access to your account online, where you can see trading activity, gains and losses, asset allocation reports, and our proprietary research.

8) Your phone calls will be returned the same business day in every possible instance, but no later than the next business day in every case.

9) We will always follow up on any service issues to ensure your satisfaction. We will always be interested in hearing your feedback about our service and will respond to any issues you may have.

10) You can and should call us at any time for anything concerning your financial welfare. Whether you need to talk about general economic matters or need advice about personal matters, you can depend on us.

11) Your confidentiality will be strictly maintained at all times.

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

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Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser

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