Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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Just because you don’t see it coming doesn’t mean you can’t prepare. Together we can help ensure that your financial strategy is ready for anything as you work toward retirement.
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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We’ve surpassed more than 111,000 associates and clients joining us on Edward Jones Walk to End Alzheimer’s®️ teams since 2016. That’s a big milestone that’s helped us make an even bigger impact: With 3,000 teams participating in more than 600 Walks across the U.S. every year, we’ve raised more than $45 million toward our pledge to raise $50 million with an estimated 150,000 Walk participants by 2025. Please consider registering for your local walk at alz.org/edwardjones Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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Your dream vehicle is more than a mode of transportation- it’s a symbol of your journey. Discover the ins and outs of car loans helping ensure the drive aligns with your financial goals.
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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Regardless of your age, having an estate strategy in place benefits you and your family. When you’re ready, let’s walk through the process, prioritize your goals and work to coordinate with your team of tax and legal professionals.
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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It's never too late to start saving for retirement either! Let's connect today.
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3SENEym
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labor market data. We look at five key turning points that may define performance in the months ahead.
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Brendan Allison
Financial Advisor / Business Retirement Plans / Education Savings / Estate and Legacy Considerations / Insurance Needs
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The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.
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