01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted partner.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is one of the best ways to create a more financially secure future. It is crucial to create a financial strategy that seeks to meet your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...

Our Team

Tammy Allison

Owner & Founder of Allison Investment Planning, LLC/Financial Professional
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Investment Professional | Allison Investment Planning, LLC

With 28 years of experience as an investment professional, I have dedicated my career to guiding clients with personalized strategies to achieve their financial goals. I believe in fostering long-term relationships built on trust, transparency, and a commitment to tailored financial solutions.

My approach to investing is rooted in creativity and adaptability—much like my passion for gardening, where each plant requires individual care to thrive. I take the time to understand each client’s unique needs, offering clear, jargon-free guidance to make investing accessible for both new and seasoned investors.

Over five years ago, I became an independent professional to ensure my clients receive unbiased advice and a broad range of investment tools. Whether meeting in my home office, at your home, or virtually, I am committed to providing a comfortable and personalized experience.

I specialize in a transactional, commission-based service and believe in high-quality, long-term investment strategies tailored to your goals. I offer customized plans, ongoing portfolio reviews, and open-door conversations, ensuring you remain in control of every investment decision.

From retirement planning and budgeting to navigating life transitions such as widowhood or funding your children’s and grandchildren’s futures, I am here to help—no matter the size of your portfolio. Whether you’re starting with $50 or managing $50 million, my goal remains the same: to provide dedicated support and financial clarity.

Outside of my professional life, I have been married to my husband, John, a hospitality professional, for 36 years. We have two wonderful daughters, Ashley and Haley, and welcomed our first grandchild, Colton, in April 2020. Haley is also part of Allison Investment Planning, LLC, assisting with administrative needs to ensure a seamless client experience.

 

 

We manage assets for individuals and families, providing investment management, and financial planning services.

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Blogs

You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if you know these common travel mistakes, you’ll be much better prepared to get away and make it a truly great experience.
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...