About Us
Bret Allen
President and Founder
Bret Allen was born and raised in Utah. His wife’s name is Cindy. He has 4 married sons and 9 grandchildren.
Bret has over 30 years of experience in protecting client’s assets and their retirement investments. He believes in educating and simplifying investment options to his clients, helping them make smarter decisions to protect their hard-earned retirement dollars.
Bret realizes the importance of honesty and integrity, especially when it comes to protecting his client’s money. He is proud to be a member of the National Ethics Association and the Better Business Bureau.
Bret looks forward to helping you and your family enjoy the financial freedom you want and deserve!
TJ Allen
Financial Advisor
TJ Allen is a financial advisor and Fiduciary who holds a Series 65 and insurance license. He is a driven advisor who loves helping his clients build and protect their wealth and develop a plan so they can enjoy their retirement years. He firmly believes that honesty, integrity, and putting his client’s needs first, along with providing high-level service, are the keys to creating meaningful and lasting relationships. His dedication to his clients makes them feel valued and prioritized.
TJ has spoken at numerous events, sharing his insights on various retirement topics. His unwavering commitment to staying on top of current financial information and trends, as demonstrated through his regular participation in industry events and educational workshops, ensures that his clients receive the most up-to-date advice, instilling a sense of security and confidence in his expertise.
TJ enjoys spending quality time with his family and friends when he’s not working to help others achieve their financial goals. His interests include working out, golf, reading, and travel.
