Pursuing Your Goals
The Intentional Money Process
Want peace of mind about what you're doing with your money? When you're trying to plan for retirement there are four stages of becoming an investor. My job is to help you ascend to the next level, no matter which level you may be starting from. Together, we'll find out where you are, where you want to be, and then we'll create a plan that works for you in order to get you there.
Becoming a Level 4 Investor
Level 1 is foundational. It's all about understanding cash flows and budgeting. How does the money come in and how does it go out? We can help address this if you're still planning for retirement, or maybe you're already there.
Level 2 is about retirement planning. If you're not retired we'll optimize how you're funding your retirement. If you are retired we'll assess the security of your current retirement situation.
Level 3 is about risk management. We'll create and assess plans for long-term care, the event of early passing, and any other risks that may be unique to your situation.
Level 4 is about your dreams and desires. Maybe you want a beach house or a new kitchen. Maybe you'd like to leave an inheritance or pursue philanthropic or charitable opportunities. You'll have the foundation you need to choose at level 4.
Many of my clients have a heart for charitable outreach. I've been fortunate to be able to guide them in these endeavors in ways that make sense for them, their families, their communities, and the causes that mean so much to them. My experience in the space helps ensure good planning and desired outcomes for sustainability and impact. As a CAP®, I am equipped to collaborate with clients to help with philanthropic planning, fundraising, legacy planning, and purposeful charitable planning.
Transparent Fee Structure:
All fees are disclosed prior to any accounts being opened. Depending on the type of service you’re interested in, you will have flexible options and fee terms that fit your circumstances. For more information, email me at email@example.com.
Cory Allen began his career in the financial services industry in 2008. He is a 2003 Graduate of the University of Dayton and has completed his series 7, 66 securities registrations and life and health insurance licenses. He also completed the Certified Wealth Strategist© program in 2017, Accredited Investment Fiduciary© program in 2020 and the Chartered Advisor in Philanthropy© program in 2022.
Cory’s career has focused on retirement income planning and management, investment planning and management as well as a niche specialty in philanthropic and gift planning. He is a partner with Peak Advisory Group.
Cory has previously served on the University of Dayton Alumni Association board, University of Dayton Planned Giving Advisory Council, St. Charles Borromeo School PTO executive committee and is currently a member of the 1921 Society as an annual donor to Catholic Social Services.
Prior to beginning his career in financial services, Cory was a baseball coach at the University of Dayton and an associate scout for the Atlanta Braves.
Cory, his wife Amanda and two children, Sophia and Weston live in Kettering, OH.