We help you build a retirement plan that covers both your financial future and your healthcare needs — so you can move into your next chapter with clarity, confidence, and control.
Retirement isn’t just about investments. It’s about income, taxes, legacy, healthcare, Medicare, and making sure all of the pieces fit together. Many advisors focus only on one piece. That leaves you trying to connect the dots — worried you’ll make a mistake, run out of money, or end up with gaps in your plan. We believe you shouldn’t have to do it alone.
We bring financial and healthcare planning together in one place. Here are the key services we provide:
We start with a complimentary consultation to review your current financial situation, future goals, and anticipated retirement needs. Then we build a plan to help you generate reliable income and monitor it over time. The Allan Agency
When to claim Social Security can significantly affect your lifetime income and tax burdens. We help you decide the best timing and strategy for you. The Allan Agency
We specialize in fixed and indexed annuities designed to protect and grow your nest egg — balancing income needs with growth potential. The Allan Agency
Turning 65 (or approaching Medicare eligibility) comes with decisions. We guide you through your Medicare options, help you select the right plan, and ensure your healthcare coverage is aligned with your retirement goals.
We integrate your financial strategy and healthcare coverage into one roadmap. No more patchwork solutions.
You’ll never feel alone. We monitor, support, and adjust as your life and the market evolve — ensuring you stay on track.
We’ll listen to your story: your dreams for retirement, your concerns about income & healthcare, and your current situation.
We integrate your financial strategy and healthcare coverage into one roadmap. No more patchwork solutions.
You’ll never feel alone. We monitor, support, and adjust as your life and the market evolve — ensuring you stay on track.
We’re one of the few teams that provide both financial strategy and healthcare/Medicare planning together.
No account minimums. We believe everyone deserves dignified retirement planning.
You meet with senior advisors, we deliver your initial documents in person when possible, and we provide clear guidance you can understand.
You’ll know your plan, your options, and how everything fits together — eliminating confusion and fear.
