Our Mission Statement

We believe that we have a responsibility to serve as advisors for the business owner and employee as they both prepare for an eventual retirement. We value team collaboration, a variety of product offerings, and a high level of service. For the business owner who wants to attract, retain, and reward high-quality employees, we provide retirement strategies that match your goals and objectives, unlike other advisors who may overpromise and under-deliver.

Why should you choose Allegis Retirement?

Strategies Based Approach

We work with business owners to find suitable strategies to accomplish their goals and objectives. By working with many quality companies, we can customize a sound plan for your company that helps you and your employees prepare for the retirement that you envision.

Collaborative Team Approach

We believe that by working with our team, you have access to fresh ideas, knowledge, and strategies. Not only will you be working with our team, but we will be working with you, your employees and leveraging our relationships to help ensure that your retirement plan matches your goals and objectives.

Outstanding Service

We help you and your employees work towards their retirement and other personal financial goals so that they can become more productive and more committed to the success of your business.

Highly Professional

We value confidentiality, competence, and commitment. You can be sure that we will keep your company data confidential, complete our own due diligence to help ensure that we are providing suitable advice, and follow through on our service promises. If we say we will do it, we will do it.

Advocates

We believe that finding suitable strategies for your company is our primary objective. We work for you and our reputation is dependent on your success.