My Qualifications

MY QUALIFICATIONS

 

Ronald C. Allison, M.S. Tax, ChFC, RFC®, has over 30 years of financial planning and 35 years of tax planning experience.

He founded his Lancaster County-based accounting firm in 1981 and as his clients' investment management needs grew, later expanded his services to include financial planning. In 1987, Ron became a registered representative with Avantax, a diversified financial services company.  

Today, with over 35 years in business, Ron's practice has grown to focus on total financial planning — a unique, coordinated financial and tax planning approach which aims to increase his clients’ net worth while lowering their taxes.

As an experienced Avantax advisor, Ron provides one-on-one customized financial and tax planning, making it possible to objectively help his clients invest their assets, plan for retirement, prepare to send their children to college, manage financial risks and lessen tax burdens.

He is a graduate of Washington School of Law, where he earned an M.S. degree in Taxation, and The Pennsylvania State University, where he earned a B.S. degree in Accounting.

He resides in Lancaster County with his wife, Lynn. They have 2 children and 4 grandchildren.

Security Licenses
Series 6, 63 (States:  CO,  FL, MD, UT, PA)

Insurance Licenses
Accident and Health (State: UT & PA)
Variable Life/Variable Annuity (State: UT & PA)
Life & Fixed Annuities (State: UT & PA)

Advisory Licenses
Investment Advisor Representative (States: CO, PA, UT & MA)

Professional Designations
ChFC (Chartered Financial Consultant)
RFC (Registered Financial Consultant)

Education
Master of Science in Taxation, Washington School of Law
Bachelor of Science in Accounting, The Pennsylvania State University