The Strings of Financial Security: An Introduction to Financial Planning with Allegro Wealth.

What do we mean by "Financial Planning"?

Most people think of financial planning just in terms of investment management.  However a comprehensive financial planning engagement should encompass much more. 

As a guitar player and enthusiast Chris tells a story by using the Six Strings of the guitar to describe how Allegro Wealth brings enormous benefits and Financial Security to their clients. 

The Six Strings of Financial Security:

E - Everything Organized   

B - Better Asset Allocation   

G - Great Protection   

D - Documents, Wills, Trusts & Estates  

A - A Plan for Retirement Income   

E - Efficient with Taxes

Join our Zoom meeting on Tuesday Sep 12, 2023, 3:00-3:30pm EST.