And that legacy ought to be protected through all generations.
how your family tree grows!
Hi, I’m Judy, and here’s some of the ways I serve my clients.
A couple met with me to discuss a retirement plan as the husband was recently retired. They were very worried about their money and did not know if they had enough to last their life time. We did a thorough Financial Review and the numbers worked for them for the next 30 years. After the meeting the wife was still losing sleep over her husband’s retirement. I asked if she would meet for lunch and I would show her exactly where they were. The next day I called her to see if she had everything she needed. She told me she had her first peaceful night of sleep in years.
A friend used a prominent New York investment firm. She began to question their recommendations and asked me for help. We discovered the firm was recommending many of their propriety funds which meant a high fee for them, but did not meet her investment objectives. Because Allgen acts as an Independent RIA, we could give her the independent analysis she desired.