SOLUTIONS
Live the future that you dream of.
COLTER DENNIS
OUR STRATEGY
Ranked on Forbes’ list of Top Best-in-State Financial Security Professionals, Allix and Colter-Dennis offer financial planning services, portfolio management for individuals and/or small businesses, portfolio management for businesses or institutional clients, and pension consulting services. Overseeing nearly $140 million in policy value, Allix is a Chartered Life Underwriter and licensed for Series 6, 63 and 65, attesting to his skill, conscientiousness, and knowledge.
Putting these substantial assets and extensive experience to work for clients, Allix is known for his comprehensive, empathetic listening sessions, which provide a personal touch so often missing in today’s financial services.
“We work to develop long-term relationships with businesses and families,” says Allix. “And the main goal is to make sure every scenario — both good and bad — is accounted for. As an independent firm we can pick and choose the ideal company and products that are the right fit for a particular client.”
Policy Value
Years Experience
OUR SOLUTIONS
Anticipating the broad spectrum of challenges and opportunities that can arise, Colter-Dennis offers best-in-class solutions including:
Company
Valuations
Plan
Evaluations
Financial
Planning
Life Insurance
Audit
Consultation With
Tax Planning
Attorneys
OUR SOLUTIONS
Anticipating the broad spectrum of challenges and opportunities that can arise, Colter-Dennis offers best-in-class solutions including:
- Company Valuations
- Plan Evaluations
- Financial Planning
- Life Insurance Audit
- Consultation with Tax Planning
- Attorneys
Our Hybrid Carrier Platform
Our Hybrid Carrier Strategy enables us to provide a tailored solution; that is 100% client centric vs product/provider focused. Our clients achieve their goals because Colter Dennis is solutions based and agnostic to the carriers we recommend.
