Allen Bronton, Aif®, Cepa® Email and Phone Number
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Allen Bronton, Aif®, Cepa® personal email
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Allen Bronton is a devoted husband to Anna and a proud father to six wonderful children. Beyond family, Allen is a passionate advocate for children's welfare, a fervent admirer of European sports cars, and an enthusiastic golfer who celebrates his rare successful game on the course!Allen's professional journey began in 1986 when he entered the financial services industry as a stockbroker. Through dedication and a keen understanding of the market, he ascended to prominent roles including Principal, Advance Markets Principal, CFO, and President within the brokerage sector. However, recognizing the limitations of the commission-based brokerage model, Allen took a bold step in 2006 to establish Clear Financial Strategies (CFS), a company built on the solid bedrock of fiduciary principles.At CFS, Allen applies his extensive experience to help fellow small business owners. His approach starts with enhancing employer-sponsored retirement plans, benefiting both business owners and their employees. Allen's comprehensive strategy doesn't stop there; he meticulously coordinates personal and business assets to optimize financial efficiency and prepares businesses for future transitions. By focusing on key performance indicators and strategic planning, he helps to ensure businesses have the best opportunity to achieve peak performance and transition smoothly with favorable, tax-efficient outcomes.Never an afterthought, Allen brings personal financial planning and institutional style investment management to the employees of each client company helping to lead them to a successful retirement as well.Investment Advice offered through IFP Advisors, LLC, dba Independent Finanancial Partners (IFP), a Registered Investment Advisor. IFP and Allen Bronton are not affiliated.#FamilyFirst #BusinessExcellence #FinancialFreedom #RetirementPlanning#401(k) #SmallBusinessSupport #Leadership #SuccessStory#BusinessExitPlanning#BusinessExit
Clear Financial Strategies, Llc
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- clear-fs.com
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Managing MemberClear Financial Strategies, Llc Mar 2006 - PresentPonte Vedra, Florida, United States• Reduce or eliminate personal financial risk of business owners and officers.• Help increase business value and cash flow. What are your KPIs?• Help increase employee efficiency through greater employment satisfaction.• Help prepare business owners for an eventual tax-efficient exit.
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Chief Strategy OfficerClear Financial Strategies, Llc May 2006 - Jun 2018Ponte Vedra Beach And Schaumburg, IlLet me tell you a story.My father came from Denmark in 1952 to pursue the American Dream and was very successful building a company that designed, constructed, and furnished banks.Shortly after my father retired, representatives of one of America's largest and best-known brokerage firms severely mismanaged my parents' investment accounts. At that point, I became determined to learn everything I could to ensure they would never be taken advantage of again.After more than 30 years in the financial services industry serving in positions from stockbroker to compliance officer and everything in between, I can tell you from experience - who you hire matters more than you think.I created Clear Financial Strategies, LLC, a fee-only Registered Investment Advisor firm, to ensure that our clients can rest easy knowing that there are never any shenanigans going on. At Clear Financial Strategies, we treat you like family. We collect no commissions; we never trade against our clients, and we adhere to a strict fiduciary code of ethics at all times.We are adamantly opposed to commissions and conflicts of interests. We are an employee-owned company which does not accept any outside compensation, rewards, trinkets, or anything that would pose a conflict of interest. Trust me when I tell you these matter - it impacts the advice and recommendations you're given which could potentially affect your results.Our goal is the same as yours, getting you to your finish line, in the most efficient manner, and on the path you chose. For more information, please visit our website at clearfinancialstrategies.com.
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Managing MemberWealth Preservers, Llc Feb 2006 - PresentPonte Vedra, Florida, United States• Advanced Estate & Charitable Planning.• Tax reduction and asset protection planning.• Insurance cost reduction strategies.The insurance industry is fraught with conflicts and lack of disclosure. The majority of our high net worth family's at our sister company, Clear Financial Strategies, LLC, require at least some estate planning and/or risk management mitigation. Wealth Preservers, LLC provides the means to work with the clients of Clear Financial Strategies, LLC with integrity and full disclosure -
Managing MemberThe Benefits Companies Jun 2018 - May 2024Hoffman Estates, Illinois, United States• Bring the proven fiduciary process to all employee benefits.• Substantial immediate cost savings that may not have to wait for renewal.• Ongoing monitoring and tuning to help reduce claims and increase productivity.For more than a decade we have been meeting with our corporate clients on a quarterly basis to report on the status of their ERISA retirement plans. As ERISA fiduciaries we take this duty very seriously and our clients appreciate our diligence in keeping them out of the DOL and IRSs crosshairs.Over all of that time we often heard that our clients liked us because we worked to continually improve their plan with the objective to hopefully increase total return and thereby retirement outcomes for the employees. Then we would hear the contrast, the insurance person that showed up once a year at renewal to present a double digit increase. The agents answer to reduce the increase was simply cost shift by increasing the deductible. That didn't seem right so we went on a search of our own to find a better solution for our clients. What we found was an industry content with large commission compensation to sell the national brand names. That started our journey, on behalf of our clients, to find a healthcare solution in a fiduciary manner such as we do at Clear Financial Strategies.Today, along with our TPA partners, reinsurers, provider networks and human capital management software solution providers we are generally able to show our clients the same or better employee benefits costs at an average of a 25% savings immediately with the opportunity to save more over time as we manage their ERISA employee benefits as they should be managed.Take a look at us and give us a call on our toll-free line for a free, no obligation appointment. There is not cost but a few minutes of your time but the potential for 25% or more savings could be substantial.
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Registered PrincipalCetera Advisors Llc Mar 2011 - Sep 2013Crystal Lake, IlSupervisory office for an independent advisor broker/dealer firm which is part of Cetera Financial Group. -
Senior Wealth ManagerFinancial Network Investment Corporation, Member Sipc 1991 - 2006In addition to working with my own wealth management clients, I often consulted with other financial advisors and CPAs in formulating advanced strategies for their clients unique situations.
Allen Bronton, Aif®, Cepa® Skills
Allen Bronton, Aif®, Cepa® Education Details
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Business Finance, Computer Science, Electrical Engineering -
Howe Military Acadamy
Frequently Asked Questions about Allen Bronton, Aif®, Cepa®
What company does Allen Bronton, Aif®, Cepa® work for?
Allen Bronton, Aif®, Cepa® works for Clear Financial Strategies, Llc
What is Allen Bronton, Aif®, Cepa®'s role at the current company?
Allen Bronton, Aif®, Cepa®'s current role is Fiduciary Financial Advisor, Employer Sponsored Retirement Plan Consultant & Business Exit Planning Strategist..
What is Allen Bronton, Aif®, Cepa®'s email address?
Allen Bronton, Aif®, Cepa®'s email address is ha****@****ger.com
What is Allen Bronton, Aif®, Cepa®'s direct phone number?
Allen Bronton, Aif®, Cepa®'s direct phone number is +181578*****
What schools did Allen Bronton, Aif®, Cepa® attend?
Allen Bronton, Aif®, Cepa® attended Southern Illinois University, Carbondale, Howe Military Acadamy.
What are some of Allen Bronton, Aif®, Cepa®'s interests?
Allen Bronton, Aif®, Cepa® has interest in Mental And Physical Disability Causes, Exotic Cars, Golf, Automation, Children's Causes, Wine.
What skills is Allen Bronton, Aif®, Cepa® known for?
Allen Bronton, Aif®, Cepa® has skills like Wealth Management, Investments, Retirement, Retirement Planning, Investment Advisory, Mutual Funds, Estate Planning, Asset Allocation, Financial Services, Asset Management, Securities, Financial Advisory.
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