Allan Small joins Accuplan Benefit Services with twelve years of experience in the financial services industry. Allan graduated from the University of Michigan, since then he has received comprehensive education in financial planning services. His professional background and approach have allowed Allan the opportunity to work with financial professionals who specialize in wealth management, investment, tax, income, and estate planning.
Allan moved to the Phoenix area in 2006 to start an insurance marketing firm. His firm focuses on advisor education, compliance, best in class service and comprehensive case design. Allan's real passion is developing strategies and case designs that are tailored to an individual’s financial goals, and, most importantly, to establish financial peace of mind. Allan is committed to continually add services that add value, and opportunities for advisors to assist their clients in achieving their financial objectives and goals.
Allan stresses the importance of people in his profession having a thorough knowledge of life insurance, annuities, and asset based long term care solutions. A career in financial planning industry requires diverse knowledge and development of relationships with a myriad of experts in a variety of professions. Allan’s commitment to comprehensive planning is evident in his active membership of the Financial Planning Association of Phoenix. He volunteers his time to the membership committee, keeping current members involved in their local chapter while bringing new members to the organization. Allan is also an active participant in the Young Financiers of Phoenix a social group for young investors and planners who have recently joined the financial services community.
Allan currently lives in the west valley of Phoenix. In his spare time, he enjoys hiking and exploring the outdoors. He is also an avid sports fan who enjoys NBA/NFL playoff games, above all though are U of M football games. Go Blue!
Business Development Manager
1951 W. Camelback Rd. Suite 215
Phoenix, AZ 85015
E-Fax: (480) 383-6733
Phone: (602) 312-5790
Toll Free: (855) 200-0606