Banking & Finance

Allegiance Retirement Solutions

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Our Story: With over 75 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 built during the accumulation phase of a client’s career. We have helped clients prepare for the retirement phase of life, through ongoing coaching and regularly 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 reach 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!

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 77 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, while serving clients all over the United States.

ARS’s 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.

Eager to help solve the problems that retirees and high-net-worth business owners face, we find original approaches to settle your financial issues and concerns.

Our team approach means that our clients get more than just one person to be the one and only source of information and planning. Team members step in according to their individual expertise and in keeping with the needs of the client. We pride ourselves in the relationships our teams form with our clients and consider our client relationships as partnerships in pursuit of the best possible financial destination for them and their families.

ARS was founded on traditional values, hard work, loyalty and a passion to serve and make a lasting difference in your financial well-being. We are committed to maintaining the highest standards of integrity and professionalism in our relationship to you, our client.

Our website is a great place source for all the tools and resources you’ll need to get started on your financial journey, covering everything from personal spending habits to business succession planning. Check out plan4retirement.com for more information.

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. Todd and his wife Teresa founded Angel’s Touch and are highly involved in LoveRecon, an organization focused on restoring and strengthening personal relationships. See our website for more community outreach efforts from Allegiance.

Learn how to preserve your wealth for generations to come. Visit plan4retirement.com or call

404-815-9470.

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.

404-815-9470 · info@plan4retirment.com · 1790 Atkinson Road, Suite C · Lawrenceville, GA 30043 · www.plan4retirement.com