It is imperative for the everyday investor to have clear goals and expectations because often investors unintentionally take on unnecessary risk due to the lack of proper planning. For the majority of investors, financial planning defined is investing for the sole purpose of maximum return. At Allon, our most fulfilled clients are those who don’t get caught up in the hot stock of the week, but maintain focus on their overall objective. We assist our clients in defining their goals before we craft their plan and allocate their assets. When clients commit to (or lean on) our investment process, they discover they can grow and deploy their resources with utmost clarity, confidence, and purpose.