The Allon Exchange

Helping you grow while remembering our roots.

As co-owners of Allon Planning Partners, Brittany and Jay Hagy take pride in helping people just like you complete the journey to retirement.

This Memorial Day, we honor the brave men and women who recognized the profound responsibility of freedom and gave the ultimate sacrifice to defend it.

As we reflect on their legacy with gratitude, we also acknowledge our duty to steward that freedom well. We remember and honor the fallen.

Like everything else, retirement costs more today than it did in years past.

We don’t believe in one “magic number” for retirement, but being aware of the possible expenses helps when we set out to create a custom-built financial plan.

https://ow.ly/m2xZ50YOGkE



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

Americans say this is their savings "magic number" to retire comfortably Most people fall far short of the savings they say they will need to maintain their standard of living in retirement, data shows.

The numbers don’t lie.

We’ve helped hundreds of people in the Knoxville, Chattanooga and Atlanta areas retire with confidence. We’d love to help you do the same!

RSVP to attend one of our free, no-pressure events here: https://allonplanning.com/events/

Retirement’s a good time to be seeing green.

Like the allon trees our firm is named after, we aim to be a sturdy, dependable resource when it comes to growing and preserving your savings.

Do we need to dust off your financial strategy?

For many people, an updated plan is long overdue. A spring cleaning of your finances doesn't require dramatic lifestyle changes, just a look around for hidden culprits that can be easily cleaned up and replaced with better habits.

Here's where to look:
https://ow.ly/g26650YNLeg



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

When Spring Cleaning Your Finances, Don't Forget to Look in These 5 Corners Spring cleaning your finances doesn't require dramatic lifestyle changes — just look for hidden culprits that drain your finances. Here's where to find them.

At Allon Planning Partners, you’ve always got a seat at our table.

Tune into The Allon Exchange to hear Brittany and Jay Hagy lay out exactly how they help Tennessee friends and neighbors retire with confidence.