Who We Are MY MONEY - Allstate
Who We Are
We Are Your Financial Professional
We take the time to understand what you want out of life ¨C for yourself
and for your family.
We employ a comprehensive approach combined with sophisticated
technology designed to optimize your results and help achieve your
financial goals.
Why you¡¯re in good hands
Whether it¡¯s life insurance, retirement or coverage for your home,
you can count on your Allstate agency to be there for you with unique
solutions and personal service to help you protect your family and
achieve your lifelong dreams.
To learn more, call or visit my agency today.
We have years of experience collaborating with customers like you.
We believe your financial information should be organized, up-to-date,
easy to understand and accessible to you whenever you want, from
wherever you are.
As your financial professional, your success is our success.
Your financial picture is only complete and/or accurate to the extent that all of your financial
information is entered into the tool, information that is provided by the customer is not verified
by Allstate and may be inaccurate or incomplete.
1
Subject to terms, conditions and availability and qualifications. Allstate Vehicle and Property Ins.
Co. and affiliates: 2775 Sanders Rd., Northbrook, IL 60062.
Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC
(LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office:
2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727. Check the background of this firm
on FINRA¡¯s BrokerCheck website at .
?2019 Allstate Insurance Company 8.19
ALR5660
ALLSTATE
MY MONEY
Organize. Analyze. Plan.
What We Do
How We Do It
Protect Your Important Documents
We take a comprehensive view of your complete financial picture to
develop a deeper understanding of what is required to achieve your goals.
Our Planning Process Can Help
You Achieve Your Financial Dreams
Complete Financial Picture
Project Your Goals
We start by helping you identify
your goals and evaluate where
you are relative to those goals.
Where you want to be
? Education
? Retirement
? Future Plans
Optimize to achieve goals
? Performance Thresholds
? Automated Alarms
We evaluate your options
and recommend strategies
to help you get you where
you want to be.
$
What you have
? Investments
? Accounts
? Real Estate
Perform Gap Analysis
Implement
Strategies
Activate the plan
? Asset Allocation
You will recieve a daily snapshot of your progress, you can be alerted and reminded of
financial factors that may impact your ability to achieve your goals. This relieves you of the
organizational burden, allowing you to focus your energies on what matters
most in your life.
Increased Collaboration
Our wealth planning system provides both you and our team with a secure
view of your financial progress. We can collaborate with you online at anytime,
no matter where you are.
Legal Documents
Liabilities
? Wills
? Deeds
? Revocable & Irrevocable Trusts
? Power of Attorney
? Codicils (Supplements made to a Will)
? Living Wills/Health Directives
? Prenuptial Agreements
? Buy/Sell Agreements
? Contracts
? List of Credit Cards with
Contact Information
? Mortgages
? Loans
Benefits
Identification
Budgeting Tools
Set budgets to help
reach your savings goals.
? Social Security Info
? Veteran¡¯s Administration Info
? Employment Benefits
Mobile
A complete financial
picture available on
your smart phone.
? Birth Certificates
? Drivers Licenses
? Passports
? Social Security Cards
Insurance Policies
What We Provide
We make your life easier by providing unique services for staying
organized, updated and prepared.
What you need
? Managing Cash Flow
? Insurance
? Asset Allocation
? Savings Plans
? Annuities Options
? Risk Tolerance
Organizer
Connect all your accounts
for a comprehensive view of
your entire financial picture.
Track Spending
Know how much you¡¯re
spending, and where.
Provide Options
We don¡¯t stop there. We help you
implement the recommendations
to achieve your financial dreams.
Interactive charts
Interactive charts with
detailed views helps you
monitor all your accounts.
How to get there
? Detailed Recommendations
? Comprehensive Report
? Secure Financial Web Page
Allstate My Money Personal Financial Website
Your goals remain the centerpiece of our recommendations and strategies.
With unlimited secure document storage,
you can organize and protect your most
important documents. Review the checklist
below and start adding to your Vault today!
You will have a complete and up-to-date view of your financial situation.
Our analysis and recommendations are comprehensive and reflect current
market conditions.
You can Monitor Progress
Evaluate Assets
Allows you to
monitor your plan
Vault Checklist
1
Screen Sharing
Join a screen sharing
session quickly and easily
for interactive planning.
Vault
Safely store your most
important financial
documents, accessible 24/7.
Goals
See if you¡¯re on target
to reach your most
important goals.
? Life, LTD, Disability, Medical,
Car, Property
Bank & Investments Statements
? Pensions, IRAs, Annuities, etc.
? Investment Accounts
? Stock Options/Certificates
Taxes
? Tax Returns
? W-2 Forms
Family
? Adoption Papers
? Medical Records
? Marriage License
? Pictures
? Audio Files
? Video Clips
Property
? Titles to Homes, Autos, Boats, etc.
? Warranties
What We Do
How We Do It
Protect Your Important Documents
We take a comprehensive view of your complete financial picture to
develop a deeper understanding of what is required to achieve your goals.
Our Planning Process Can Help
You Achieve Your Financial Dreams
Complete Financial Picture
Project Your Goals
We start by helping you identify
your goals and evaluate where
you are relative to those goals.
Where you want to be
? Education
? Retirement
? Future Plans
Optimize to achieve goals
? Performance Thresholds
? Automated Alarms
We evaluate your options
and recommend strategies
to help you get you where
you want to be.
$
What you have
? Investments
? Accounts
? Real Estate
Perform Gap Analysis
Implement
Strategies
Activate the plan
? Asset Allocation
You will recieve a daily snapshot of your progress, you can be alerted and reminded of
financial factors that may impact your ability to achieve your goals. This relieves you of the
organizational burden, allowing you to focus your energies on what matters
most in your life.
Increased Collaboration
Our wealth planning system provides both you and our team with a secure
view of your financial progress. We can collaborate with you online at anytime,
no matter where you are.
Legal Documents
Liabilities
? Wills
? Deeds
? Revocable & Irrevocable Trusts
? Power of Attorney
? Codicils (Supplements made to a Will)
? Living Wills/Health Directives
? Prenuptial Agreements
? Buy/Sell Agreements
? Contracts
? List of Credit Cards with
Contact Information
? Mortgages
? Loans
Benefits
Identification
Budgeting Tools
Set budgets to help
reach your savings goals.
? Social Security Info
? Veteran¡¯s Administration Info
? Employment Benefits
Mobile
A complete financial
picture available on
your smart phone.
? Birth Certificates
? Drivers Licenses
? Passports
? Social Security Cards
Insurance Policies
What We Provide
We make your life easier by providing unique services for staying
organized, updated and prepared.
What you need
? Managing Cash Flow
? Insurance
? Asset Allocation
? Savings Plans
? Annuities Options
? Risk Tolerance
Organizer
Connect all your accounts
for a comprehensive view of
your entire financial picture.
Track Spending
Know how much you¡¯re
spending, and where.
Provide Options
We don¡¯t stop there. We help you
implement the recommendations
to achieve your financial dreams.
Interactive charts
Interactive charts with
detailed views helps you
monitor all your accounts.
How to get there
? Detailed Recommendations
? Comprehensive Report
? Secure Financial Web Page
Allstate My Money Personal Financial Website
Your goals remain the centerpiece of our recommendations and strategies.
With unlimited secure document storage,
you can organize and protect your most
important documents. Review the checklist
below and start adding to your Vault today!
You will have a complete and up-to-date view of your financial situation.
Our analysis and recommendations are comprehensive and reflect current
market conditions.
You can Monitor Progress
Evaluate Assets
Allows you to
monitor your plan
Vault Checklist
1
Screen Sharing
Join a screen sharing
session quickly and easily
for interactive planning.
Vault
Safely store your most
important financial
documents, accessible 24/7.
Goals
See if you¡¯re on target
to reach your most
important goals.
? Life, LTD, Disability, Medical,
Car, Property
Bank & Investments Statements
? Pensions, IRAs, Annuities, etc.
? Investment Accounts
? Stock Options/Certificates
Taxes
? Tax Returns
? W-2 Forms
Family
? Adoption Papers
? Medical Records
? Marriage License
? Pictures
? Audio Files
? Video Clips
Property
? Titles to Homes, Autos, Boats, etc.
? Warranties
What We Do
How We Do It
Protect Your Important Documents
We take a comprehensive view of your complete financial picture to
develop a deeper understanding of what is required to achieve your goals.
Our Planning Process Can Help
You Achieve Your Financial Dreams
Complete Financial Picture
Project Your Goals
We start by helping you identify
your goals and evaluate where
you are relative to those goals.
Where you want to be
? Education
? Retirement
? Future Plans
Optimize to achieve goals
? Performance Thresholds
? Automated Alarms
We evaluate your options
and recommend strategies
to help you get you where
you want to be.
$
What you have
? Investments
? Accounts
? Real Estate
Perform Gap Analysis
Implement
Strategies
Activate the plan
? Asset Allocation
You will recieve a daily snapshot of your progress, you can be alerted and reminded of
financial factors that may impact your ability to achieve your goals. This relieves you of the
organizational burden, allowing you to focus your energies on what matters
most in your life.
Increased Collaboration
Our wealth planning system provides both you and our team with a secure
view of your financial progress. We can collaborate with you online at anytime,
no matter where you are.
Legal Documents
Liabilities
? Wills
? Deeds
? Revocable & Irrevocable Trusts
? Power of Attorney
? Codicils (Supplements made to a Will)
? Living Wills/Health Directives
? Prenuptial Agreements
? Buy/Sell Agreements
? Contracts
? List of Credit Cards with
Contact Information
? Mortgages
? Loans
Benefits
Identification
Budgeting Tools
Set budgets to help
reach your savings goals.
? Social Security Info
? Veteran¡¯s Administration Info
? Employment Benefits
Mobile
A complete financial
picture available on
your smart phone.
? Birth Certificates
? Drivers Licenses
? Passports
? Social Security Cards
Insurance Policies
What We Provide
We make your life easier by providing unique services for staying
organized, updated and prepared.
What you need
? Managing Cash Flow
? Insurance
? Asset Allocation
? Savings Plans
? Annuities Options
? Risk Tolerance
Organizer
Connect all your accounts
for a comprehensive view of
your entire financial picture.
Track Spending
Know how much you¡¯re
spending, and where.
Provide Options
We don¡¯t stop there. We help you
implement the recommendations
to achieve your financial dreams.
Interactive charts
Interactive charts with
detailed views helps you
monitor all your accounts.
How to get there
? Detailed Recommendations
? Comprehensive Report
? Secure Financial Web Page
Allstate My Money Personal Financial Website
Your goals remain the centerpiece of our recommendations and strategies.
With unlimited secure document storage,
you can organize and protect your most
important documents. Review the checklist
below and start adding to your Vault today!
You will have a complete and up-to-date view of your financial situation.
Our analysis and recommendations are comprehensive and reflect current
market conditions.
You can Monitor Progress
Evaluate Assets
Allows you to
monitor your plan
Vault Checklist
1
Screen Sharing
Join a screen sharing
session quickly and easily
for interactive planning.
Vault
Safely store your most
important financial
documents, accessible 24/7.
Goals
See if you¡¯re on target
to reach your most
important goals.
? Life, LTD, Disability, Medical,
Car, Property
Bank & Investments Statements
? Pensions, IRAs, Annuities, etc.
? Investment Accounts
? Stock Options/Certificates
Taxes
? Tax Returns
? W-2 Forms
Family
? Adoption Papers
? Medical Records
? Marriage License
? Pictures
? Audio Files
? Video Clips
Property
? Titles to Homes, Autos, Boats, etc.
? Warranties
Who We Are
We Are Your Financial Professional
We take the time to understand what you want out of life ¨C for yourself
and for your family.
We employ a comprehensive approach combined with sophisticated
technology designed to optimize your results and help achieve your
financial goals.
Why you¡¯re in good hands
Whether it¡¯s life insurance, retirement or coverage for your home,
you can count on your Allstate agency to be there for you with unique
solutions and personal service to help you protect your family and
achieve your lifelong dreams.
To learn more, call or visit my agency today.
We have years of experience collaborating with customers like you.
We believe your financial information should be organized, up-to-date,
easy to understand and accessible to you whenever you want, from
wherever you are.
As your financial professional, your success is our success.
Your financial picture is only complete and/or accurate to the extent that all of your financial
information is entered into the tool, information that is provided by the customer is not verified
by Allstate and may be inaccurate or incomplete.
1
Subject to terms, conditions and availability and qualifications. Allstate Vehicle and Property Ins.
Co. and affiliates: 2775 Sanders Rd., Northbrook, IL 60062.
Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC
(LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office:
2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727. Check the background of this firm
on FINRA¡¯s BrokerCheck website at .
?2019 Allstate Insurance Company 8.19
ALR5660
ALLSTATE
MY MONEY
Organize. Analyze. Plan.
................
................
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