Allon - אלון (allon) / noun
a well rooted oak, sturdy, unyielding, and dependable

2022 BOB Standard (3)

Chattanooga Times Free Press, Inc. is not a client of nor in any way affiliated with Allon Planning Partners, LLC or Foundations Investment Advisors, LLC, an SEC registered investment adviser. The Best of the Best contest is open to and voted on by the general public. No compensation was provided for this nomination.

About

We understand that everything runs in seasons. From economics to our physical environment, to our personal lives – all facets of life experience are filled with ever-changing seasons. The very meaning of our name means oak tree, which is a strong and deep-rooted symbol of stability. At Allon Planning Partners, we are dedicated stewards who are committed to building comprehensive financial plans that enable individuals and families to thrive in every season.

Transparency
An advisor can only have one first loyalty.
Ours is to you.
Fee Structure
Transparency is our policy.
No hidden fees, no surprises.
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Many people have a financial advisor,
but most do not have a financial plan.

We specialize in designing comprehensive financial
plans to help you realize your goals.

Our Core Values

Stewardship

We serve as trusted stewards to help individuals and families preserve and grow wealth. We believe the true fiduciary standard is treating others the way we desire to be treated and loving your neighbor as yourself.

Excellence

We intentionally work to optimize effectiveness and efficiency. We believe the true meaning of excellence is serving others with the skillfulness of our hands and the integrity of our hearts.

Generosity

We chose to live, work, and give generously, recognizing the positive impact we can have on others and our community when we live beyond ourselves.

Stewardship

We serve as trusted stewards to help individuals and families preserve and grow wealth. We believe the true fiduciary standard is treating others the way we desire to be treated and loving your neighbor as yourself.

Generosity

We chose to live, work, and give generously, recognizing the positive impact we can have on others and our community when we live beyond ourselves.

Excellence

We intentionally work to optimize effectiveness and efficiency. We believe the true meaning of excellence is serving others with the skillfulness of our hands and the integrity of our hearts.

How We Help Our Clients Everyday

Comprehensive Financial Planning

Income Planning

Charitable Giving

Investment Management

Risk Management

Budgeting

Retirement Planning

Wealth Transfer & Estate Planning

Tax Efficient Strategies

Our Client Experience

Introduction

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Just as the roots are the foundation of a healthy tree, so is our relationship the foundation of our work together; it is essential to successful planning and implementation. We do not look at our interactions simply as a business transaction, but as a relational exchange. This is a partnership. We want to come alongside you and your family in a way that encourages and enables you to live a fulfilled life well into and throughout your retirement years.

Design

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The trunk represents this second step as it is the piece that supports the tree itself. You cannot have a tree without a trunk; so you cannot have long-term success with your finances without a purposeful and well-designed plan.

Implementation

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The leaves of the tree represent this third step. It’s the leaves of the tree that exhibit such beauty and incite awe in the eye of the beholder. The leaves also provide shade and respite from the heat. These leaves (your financial plan implemented) provide rest and relief when you need it the most.

Communication

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The river represents this final step. This is the constant flow of back and forth interaction that continues to provide life to the roots and keeps the tree (the plan, plan implementation, and relationship) healthy.

In Partnership with

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Thank You Chattanooga!!!

2022 BOB Standard (3)

Chattanooga Times Free Press, Inc. is not a client of nor in any way affiliated with Allon Planning Partners, LLC or Foundations Investment Advisors, LLC, an SEC registered investment adviser. The Best of the Best contest is open to and voted on by the general public. No compensation was provided for this nomination.