Allegiant Financial Planning, LLC

06/01/2026

I started Allegiant because of the people I met during some of the hardest seasons of their lives.

Early in my career, I worked with many clients navigating divorce. I saw firsthand how isolating major life transitions can feel and how important it is to have someone in your corner when everything else seems uncertain.

That's where the name Allegiant came from.

To me, being allegiant means showing up. It means being loyal, committed, and present when others may not be. It means standing beside people through life's challenges, celebrations, and everything in between.

At Allegiant, our mission has always been bigger than financial planning. It's about building relationships rooted in trust, respect, and genuine care for the people we serve.

No matter your background, your beliefs, your family structure, or your story, you deserve to be treated with dignity, kindness, and respect.

This Pride Month—and every month—we remain committed to creating an environment where everyone feels welcomed, valued, and supported.

All are welcome.
All are respected.
All belong.

❤️ The Allegiant Team

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05/19/2026

A disaster such a blizzard, tornado or wildfire can derail your small business. To get back to business as quickly as possible, put a plan in place.

04/28/2026

https://www.allegiantfp.com/resources/ive-saved-about-1-million-im-hoping-to-retire-in-the-next-23-years-am-i-actually-ready

It’s one of the most common questions I hear: “I’ve saved about $1 million. I’m hoping to retire in the next 2–3 years… am I actually ready?”

04/13/2026

Here's what savvy investors took away from Q1

02/23/2026

Not all investment gains are taxed the same.

The difference between short-term and long-term capital gains can significantly impact your tax bill — especially for high earners or those selling appreciated assets.

If you’re considering selling investments this year, a quick review beforehand can help you keep more of what you’ve built.

02/16/2026

What's a 1099: You may receive more than one type of 1099 — especially if you have investments, retirement accounts, or side income.

Each form reports a different type of income, and each is taxed differently.

If you're unsure how a 1099 impacts your return, don’t guess. A quick conversation can make a big difference.

02/05/2026

It's tax time.

Pro Tip
Create one digital folder and drop documents in as they arrive.
Future you will be very grateful.

Not sure what applies to you?
That’s normal. A quick check-in now can save time and money later.

02/05/2026

Pretty good! If you don’t know me, I am a financial planner and a metalsmith. Bringing both sides of the brain together! Really it helps me keep a balance in my life. I love helping people but I also love being creative and making things. What keeps you balanced?

01/27/2026

Do you really need to hire a financial advisor?

01/22/2026

Here's what savvy investors took away from 2025