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Allan Small
Business Name:
Sensible Wealth
Business Description:
Insurance planning with the strategic implementation of life insurance, annuities, long term care, medicare, and final expense. Creation of 401K Profit Sharing Plans and DB Pension Plans for Business Owners along with Rollovers for Business Startups (ROBS). Self-Directed IRAs for individuals who want to invest their IRA funds in alternative or non-traditional investment such as real estate, opportunity zones, precious metals, etc.
How Business Creates Value:
Delivery of Sensible solutions in pursuit of the stated goal. Goals varies with individuals, families, and business owners.
How Member Creates Value:
Authentic and genuine communication. I listen for what matters most that makes a difference, and when possible be a contribution to that person in pursuit of what matters to them.

SERVICES OFFERED

Life Insurance Guaranteed Universal Life Insurance Indexed Universal Life Insurance Universal Life Insurance Whole Life Insurance Annuities Multi-year Guaranteed Annuity Fixed Annuities Fixed Indexed Annuities Long Term Care Asset Based Long Term Care Medicare Medicare Supplement Plans (Medigap) Final Expense Self Directed IRAs IRA LLCs 401K Profit Sharing Plans Defined Benefit Plans Rollovers for Business Startups

WHY ALLAN

I discovered the source of my passion in Philanthropy while working in the office of development at the University of Michigan. During that time, I raised over 900K from Alumni giving back to their respective schools. The gratitude they expressed moved me to find a place where I could recreate that feeling for others and myself. My greatest contribution is the ability to deliver what matters most to my clients. I listen for what matters most that makes a difference, and when possible be a contribution to that person in pursuit of what matters to them. If you’re ready to explore what’s possible, then I invite you to send me a message on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs. Here’s my calendar: https://calendly.com/allan-small/15-minute-session

Contact Information

Phone
602-312-5790

Skills

  • Life Insurance
  • Annuities
  • Long Term Care
  • Medicare
  • Final Expense
  • Self Directed IRAs
  • 401K Profit Sharing Plans
  • Defined Benefit Pension Plans
  • Rollovers for Business Startups (ROBS)

Credentials

  • Member since 2023

Interests

  • Kayaking, hiking and exploring the outdoors. Avid sports fan who enjoys NBA/NFL playoff games, above all is U of M football games. Go Blue! 2023 National Champions!

Experience

  • 24 years of experience in Financial Services receiving a comprehensive education in financial planning services. My professional background and approach have afforded me the opportunity to work with financial professionals who specialize in wealth management, investment, tax, income, and estate planning.

Languages

  • English