Gone are the days of the pension-funded retirement. In today’s economy, American families are now responsible for investing, managing, and maximizing their hard-earned money themselves. Across every race, class, and political affiliation we recognize a common fear—outliving your savings. The root of that fear may be having enough or a fear of spending; either way it’s real for most everyone. It’s easy to think the only solution is to save more, grow more. Other advisors might tell you the answer is a specific investment, a product, or the next hot stock. We have a different approach – one that focuses on controlling what you can control.

As fiduciary advisors with a passion for education, we want to ensure every person we serve has a holistic plan that includes their investments, taxes, retirement income, legacy considerations, and healthcare needs. The name of our firm, “Allon”, comes from a Hebrew word meaning oak tree. A tree with deep roots can thrive even in drought because it’s connected to its source. This is symbolic of the type of plans we craft, and the core components are addressed in this book. Learn how to control your money instead of allowing your money to control you. Exchange chaos for order, scarcity for abundance, and fear for peace of mind.