Our Story: With over 60 years of experience in serving others in Financial advice and money management, Allegiance Retirement Solutions, Inc. was formed to educate future retirees and to manage the wealth accumulated during the accumulation phase of a client’s career. We have helped clients prepare for the retirement phase of life, through ongoing coaching and regular scheduled progress reviews. Our willingness to help and add value to the client’s future has been the fundamental key to our success and growth.
How We Help: We find financial strategies and bring clarity to very complex problems that investors, retirees and high net worth business owners face. With knowledge and extensive experience, we are able to find creative ways to clarify financial issues. We offer professional guidance in portfolio management and design, income planning, comprehensive retirement analysis, estate planning, elder care planning, social security analysis, life insurance and long term care.
What Makes Us Uncommon: We operate as a team of qualified financial professionals, with each position bringing specialized expertise to the team. A client does not just hire one person to be the one and only source of information and planning. With our specialized team approach, we engage the right professional for the right job. Upon thorough analysis we establish a comprehensive plan and a road map of how to obtain your goals successfully.
What’s Next: We analyze and design our own portfolios, as well as the ongoing monitoring and performance of each security in the portfolio. We do not sub out the work to third party money managers. Allegiance Retirement Solutions desires to be the cutting edge firm that Atlanta chooses to entrust their financial well-being with. We will continue to grow and to serve each and every client as if they were our ONLY client. We build relationships to last a lifetime!
Phone: 404-815-9470
Email: info@plan4retirment.com
1790 Atkinson Road, Suite C Lawrenceville, GA 30043
www.plan4retirement.com
In 1983, Todd Hicks, founder and CEO of Allegiance Retirement Solutions, Inc., [ARS] entered the financial services business to make a significant difference in the lives of others. It is when you love what you do, that others begin to be attracted to the energy and charisma that one brings to the table. Todd and his team bring over 65 years of hands on experience in financial advice and money management. The firm continues to strive to be one of the most successful wealth management firms in the Atlanta area. The firm serves clients all over the United States.
ARSs goal has never been to become the biggest, we simply want to be the best. The measurement of success is accomplished one client at a time. We believe that, our in depth knowledge, total transparency, and commitment to your success has been the secret sauce to our success and growth.
With an eagerness to help, we find financial options that bring clarity to complex problems that investors, retirees and high net worth business owners face. We find original approaches to settle your financial issues and concerns.
Allegiance Retirement Solutions, Inc. offers customized portfolio design and management, income planning, comprehensive retirement planning, estate planning and tax reduction, elder care planning, social security analysis, life insurance and long term care.
We seek to deliver results by thorough and complete analysis before we establish a comprehensive plan and a road map of how to arrive at your ultimate destination. Our ongoing services include regular scheduled reviews in which we monitor the progress of the plans implemented.
We operate as a team of qualified financial professionals, with each member bringing specialized expertise to the staff. A client gets more than just one person to be the one and only source of information and planning. With our specialized team approach, we strive to engage the right professional for the right task at hand.
At ARS, we analyze and build our own portfolio, as well as the ongoing monitoring and performance of each position held in the portfolio. We are students of the Modern Portfolio Theory, a Nobel Prize winning investment philosophy.
Our team is driven by a desire to leave a footprint in the community. Charitable initiatives are a big piece of what we do and how we give back. Two charities that Todd and his wife Teresa are highly involved in are Angels Touch and The Marriage/Life Enrichment Boot Camp.
Allegiance Retirement Solutions, Inc. desires to be the cutting edge firm that Atlanta chooses to entrust their financial well-being with. We will continue to grow and serve each and every client as if they were our ONLY client. We build relationships to last a lifetime!
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC and Allegiance Retirement Solutions are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
