Sustainable Retirement Solutions

Getting to know Brad and Patty Allan


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In this inaugural episode of Sustainable Retirement Solutions, Brad and Patty Allan discuss the importance of financial planning for retirement. They share their personal journey into financial advising, the services offered by the Allen Agency, and the key qualities to look for when choosing a financial advisor.

The episode also addresses common misconceptions about financial advisors and emphasizes the importance of trust and personalized service in financial planning.

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Sustainable Retirement SolutionsBy Brad and Patty Allan