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Strategically Increasing Financial Literacy

​Allied Financial Strategists was founded in Atlanta, GA in 2021 with a commitment to providing comprehensive financial planning services focused on retirement, wealth accumulation and intergenerational wealth transfer. As Licensed Financial Professionals, we have developed strategic partnerships with leading industry organizations to ensure that our clients receive exceptional financial services. 

Our Financial Services

The education we offer introduces solutions that can create opportunities for families that they may not have previously considered possible.

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Education

  • Three Rules of Money

  • Eight Financial Breakthroughs

  • Financial Roadmap

  • Financial DNA Assessment

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Estate Planning

  • Estate Plans (Wills/Trusts)

  • Funeral Concierge Plans

  • Charitable Strategies

  • International Life Solutions

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Retirement

  • 401(k)s & 403(b)s

  • 457 Plans

  • Traditional & Roth IRA

  • Annuities

  • Profit Sharing Plans

  • Pension Plans

  • SEP & Simple IRA

  • Deferred Compensation Plans

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Debt Management

  • Credit Score Enhancement Plan​

  • Cash Flow Solutions

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Health

  • Health Insurance Plans

  • Medicare Plans

  • Disability Income

  • Short & Long Term Disability

  • Long Term Care

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Protection

  • Permanent Insurance

  • Term Insurance

  • Asset Protection Plans

  • Executive Bonus

  • Split Dollar

  • Your Family Bank 

  • Key Person Insurance

Managing Partners

With over 50 years of combined experience in the healthcare and public safety sectors, we have developed a thorough understanding of the challenges our clients face in these industries. Our diverse customer base has shown us that financial literacy is relevant across various fields. Leveraging our expertise, we are well-equipped to formulate effective strategies for optimizing earnings, managing income, and planning for retirement.

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Testimonials

“As a single mother, I sleep better knowing that my kids will be taken care of if something happens to me. Thank you.”

- S.C. (North Carolina)

Timberly Williams

Let's Connect

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