With over 25 years as an investment professional, I have been guiding and equipping clients with strategies to meet life goals. This assistance I provide to my clients comes naturally. I enjoy working with all types of people and all sizes of accounts. My business has been built on friendships, trust, and referrals.

When I began my career many years ago I found that much like the creativity I enjoy in my garden allowed me to cultivate creativity to my clients needs one by one with personal service and trust of each other. 

I became an independent professional over 5 years ago to allow me to continue to offer my clients unbiased opinions and investment tools. My clients meet with me face to face in my home office setting, in your home, or if need on a video call.

It is a pleasure for me to teach and educate new investors as well as seasoned investors. Investing does not need to be difficult to understand and I keep it clear and precise in my conversations, no need for investment jargon. 

I am a transactional commission service and do believe in quality buy and hold portfolio strategies designed  to your needs. I offer you quality plans  and ongoing reviews and open door conversations. All final investment decisions are mandated by you. 

From your first retirement savings to retirement budgeting, widows and widowers,  your children or grandchildren future plans, or when unexpected life transitions arise I am here for you. My time is devoted to your concerns. 

I have no limits for accounts. If you have $50.00 to $50 Million; I am here to help.

I have been married to my husband, John, for 36 years. He is a hospitality professional. Together we have two daughters; Ashley, 36 and Haley, 28. 

We welcomed our first grandchild from Ashley in April of 2020. His name is Colton.

Haley is part of the Allison Investment Planning, LLC business, taking care of your administrative needs.