Our Services

Our advisors specialize in investment management, retirement planning, IRA rollovers and lump sum investments. We have helped thousands of clients transition into retirement and it is our privilege to manage their assets. We are not unusual with regard to the actual services we provide, in fact, many retirement planners and financial advisory firms offer some of the same services. What does make us unique is the quality of service we offer our clients.

We believe we have the best client service in our industry and we are constantly striving to improve our business. We don't believe in slick presentations or "hard selling" future clients. We sit down and discuss their finances, concerns, current needs and future goals. Allegiance Retirement Solutions will work together with you to arrive at a method for achieving these goals. We work to pleasantly surprise our future clients with the comfort level experienced in their first meeting and to continue that same level of service as our relationship continues.

 

Professional Relationships

Allegiance Retirement Solutions also maintains several trusted professional relationships in the community to help provide you with comprehensive financial solutions.

Wills and Estate Planning

Robert D. Johnson, PC
 
Robert D. Johnson has a broad base of experience and education in estate planning, estate administration, probate, wills, trusts, guardianship, business formation and succession planning.  He is a graduate of the University of Colorado and an honors graduate of Atlanta Law School.  He has attended numerous estate planning education classes and consults with attorneys across the United States to stay abreast of this important area.  Robert works closely with individuals, families and certified financial planners to provide experienced, professional representation to each client.  He has representation in the American Bar Association, the Real Property, Probate and Trust Sections, the Georgia Bar Association, the North Fulton Bar Association and the Atlanta Volunteer Lawyers Foundation. You may contact Robert at 770-640-0412 or robert@rdjlegal.com.

Mortgage

Georgia Commerce Bank

Evelyn Smith

Evelyn joins the Georgia Commerce Bank team as Senior Mortgage Consultant. A native Atlantan and graduate of Georgia State University, Evelyn has a well-developed career in the mortgage industry. With a working knowledge in all areas of the mortgage business, Evelyn excels in recognizing and addressing a customer's unique mortgage needs. As customer service is priority number one with Evelyn, we are certain she will fit in well with our existing mortgage professionals and dedicate herself to the Georgia Commerce Bank philosophy of premier customer service.

Call her today and find out what she and her team can do to help you with all of your mortgage needs and goals.  She can be reached at 678-631-3641 or 404-936-5337, e-mail address evelynsmith@gacommercebank.com. 

New Home Finance

Wayne Black

Wayne’s professional experience includes positions at Lomas & Nettleton and Southeast Bank. Prior to starting New Home Finance, Wayne served as the Executive Vice President for the mortgage division of John Wieland Homes. He served for numerous years on the National Homebuilders High Production Council, and has vast experience in financing new construction, underwriting guidelines regulatory compliance issues, and Sales & Marketing. He currently sits on the Board of Governors for the Atlanta Chapter of the Mortgage Bankers Association of Georgia as well as the Executive Finance Committee for the First Baptist Church of Alpharetta, Georgia.

Wayne is a native of Georgia, who was born in Atlanta’s Crawford Long Hospital. He was raised in Alpharetta, and is a graduate of Milton High School and the University of Georgia. In addition to his leadership positions in the real estate industry and church, Wayne has coached over 40 youth football and basketball teams for his four children. He enjoys fishing, golfing, traveling, and is an avid supporter of the University of Georgia. Please contact Wayne at Office# 770-844-7200 ext 25 , Cell# 404-427-1997 or by e-mail wayne.black@newhomefinance.net  .

If you would like to see how a relationship with Allegiance Retirement Solutions can benefit you, please give us a call at (404) 815-9470 or join us for one of our educational workshops.   

The professional relationships listed here including persons and businesses are not affiliated with or endorsed by LPL Financial or Allegiance Retirement Solutions.  You are not obligated to use the services of any business included in this professional relationship list.