Sensible Wealth

I discovered the source of my passion in Philanthropy while working in the office of development at the University of Michigan. During tha 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.

I had the privilege of working with some of the best financial advisors and registered investment advisory firms, collaborating for the best interest of their clients. This lead to me serving on the Board of Directors for the Financial Planning Association of Greater Phoenix.

My greatest contribution to business owners is delivering tax reduction strategies that make financial sense, lowering your taxable income while creating more opportunities for retirement savings.

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