Life Plan Strategies for Your Business was created to provide access to additional tools and resources to business owners The strategies encompass six steps that focus on the client’s short-term and long-term goals by carefully examining what is important to the client personally and to his or her business. Each of the steps listed below include the various tools and resources to help create a business plan for each individual situation.
8700 Crownhill Blvd, Suite 506
San Antonio, TX 78209
(virtually and in person)
Data provided by SHOOK®Research, LLC.Data as of 12/31/21.
Source: Forbes.com(July, 2022).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Owner and Wealth Advisor
Over the years as Alison's clientele started extending throughout the United States and as technology was advancing, she created, adapted and continually redesigned her practice to be very flexible and forward-thinking with infrastructure to meet clients where they are. Before it was popular, or even in today's environment where it is necessary, Alison has been conducting remote client appointments by using her virtual wealth management system platform with its live feeds and ability to instantly and safely share items on the platform to accommodate clients with a sick child at home, clients all over the country or who couldn't break away from their office down the street. Just a phone call, other electronic communications or systems, overnight mail service or a quick flight out when needed - she has got it covered. Alison knows first hand how life is full of challenges and change is one of the only things that are constant, so she has aligned herself with companies and resources that are built for times where there's a need to pivot, need to be creative, need to respect what is out of our hands and what is in our reach and abilities to keep going. She is committed to balance caution, prudence and continuance, and to continually address the now and the later as one, as they are intertwined. What you do now always affects your tomorrows. No one knows what tomorrow brings so being prepared for all the moving parts and possibilities is what we do here at ALISON every day.
Alison is honored to make the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. She entered this industry to help her clients protect what matters most. So, to be recognized by Forbes validates all the work that she does for her clients.
For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.
