We Are Different
For the past 25 years, Allen Neuenschwander has been dedicated to helping people avoid unnecessary financial, tax and legal problems and to guiding them on the path to financial security and independence. He is a CPA, as well as a Certified Financial Planner (CFP®). Allen is joined in the practice by his son, Michael Neuenschwander. Michael is also a CPA and CFP® with over 13 years' experience serving investors who need advice creating income from their investments and protecting and transferring their wealth.
Guided by our conservative, proactive business philosophy, we have developed a highly respected business by focusing first and foremost on client needs. As an independent investment services firm we have no obligations to investment product manufacturers, no cross-sell quotas and no home-office directives that may lead to conflicts of interest. We spend our time developing strategies for the challenges you face. We provide clear, easy-to-understand explanations of financial tools and services and carefully create a personalized strategy with your financial objectives as the cornerstone of your plan. This provides you with the confidence you seek to pursue financial success on your terms.
We believe a sufficient (if not abundant) retirement is the highest financial priority for many people. We want you to have a lifetime of security thanks to a lifetime of income. Count on our knowledge, passion and dedication to help you preserve and manage your assets, prepare for the unexpected and provide for you and your loved ones both now and in the future. We encourage a collaborative working relationship with your accountant and attorney to find the best solutions for your family situation.