Allon Planning Partners

Do you have a true financial plan or do you just have investments? Meet with one of our independent, fiduciary advisors to find out!

In case you missed it … you can watch Jay Hagy as he was featured on The Wealth Council on Fox Business this past weekend talking taxes and how they impact your financial planning. Link in comments!

Closed for Labor Day - See you Tuesday!

We are thrilled for Tanner and Bree on the arrival of their third child and baby girl yesterday! Congratulations, guys! And welcome to the Allon family, Ayla Jo! We love you so much already!

In case you missed our team on Fox Business this weekend - watch here!

The Wealth Council with Jay & Brittany Hagy From taxes, to stewardship, to cleaning up financial clutter - it's all discussed in this week's episode of The Wealth Council.Season 3, Episode 1

Check out our newest podcast: When you are caught off guard by the surprises of life - do you emotionally react OR purposefully respond?

Search “The Allon Exchange” on any podcast platform to listen in!

News is out! Tune in to Fox Business this Sunday at 2 PM Eastern to see some familiar faces! We’re joining this season’s panel on The Wealth Council!

Big announcement coming Tuesday! Exciting things are happening … stay tuned!

Listen for more about a healthy money mindset on our recent podcast: Creating a Personal Financial Philosophy.

Happy 4th of July!

Our offices will be closed Thursday July 4th so we can celebrate the holiday with our families!

Happy Independence Day!

Growing your money begins with thinking correctly about your money. Our decisions follow our values.

Your money mindset matters and that’s what we talk about on our newest episode of The Allon Exchange.

Whether we realize it or not, we all have our own financial philosophy. This podcast will help you identify it and ensure you are viewing your dollars through the correct lens.

How you think about your resources can make or break your financial success. New podcast coming soon all about YOUR personal financial philosophy. Whether you know it or not, you’ve got one, and it informs all of your financial decisions. Let’s ensure we’re making our decisions with purpose, for purpose, and on purpose.

More coming on this soon!

Our client experience isn’t just a transaction - it’s an interactive relational exchange!

We had a successful food drive and community event Friday night! Thanks so much to everyone who came or contributed through donations of food or funds to support our local Food Bank!!! Totals of what was raised will be announced next week!

Plan today for your future - you’ll look back and be so glad you did!

Search “The Allon Exchange” on any podcast platform!

Search “The Allon Exchange” on any podcast platform!

Join the mission! Together we can make a difference!

We are collecting canned food and other non-perishable items at our office now through Friday, June 14th.

Be part of the solution for eradicating hunger in our area!

You can participate by donating food or use the link in our bio to donate funds directly to the food bank!

You don’t have to be one of those that looks back with regret about not planning for your financial future…you can begin today!

Gone but not forgotten. We remember.

Your Financial Frontier is the topic of this weeks episode of The Allon Exchange - from saving and investing to taxes and healthcare….it’s all covered here! Link to watch in stories or on our Allon Planning Partners YouTube Channel!

Link in stories to our newest podcast release!

Details coming soon about our next community event!!!

TOGETHER we can make a difference!

One constant in life is change … is your financial plan flexible?

Happy Mother’s Day weekend!! From birth moms, adopted moms, grandmothers, step-mothers, and mother-figures - you keep our lives running and our hearts full! We celebrate you!