STL - Key Persons
Everett Jason Allen is a committed financial planner with the drive and determination to help make diverse decisions that are profitable for his clients. Everett is a former professional basketball player, who has played in over a dozen countries across the world spending the majority of his time abroad in Poland. After a career-ending leg injury, Everett immediately decided to transfer the same passion, energy and team play he utilized on the court into a business career where the new scoreboard would be measured by how many people he could direct toward financial independence.
Everett has above average networking skills as demonstrated by the number of people he networks with weekly. His attention to detail, good listening skills, that "never give up on a play", and great empathy for the common good, are symbols of his ability to influence his clients toward financial success. He is effectively supported by a strong administrative team which include a business tax savings/tax incentive specialist, investment products specialist, and an income protection program broker. His agency Secure the Legacy LLC is powered by Equis Financial & Stryde Advisors, who provide a unique set of powerful resources that have driven Everett to the top of the financial service industry, helping him to build long-term relationships. His ever-growing client base is carefully designed to provide excellent customer service.
Everett is extremely focused and self-motivated to impact the community of businesses across the country affected by COVID-19. Many businesses have sustained large revenue losses due to nationwide shutdowns and Everett is committed to counseling them in a direction that can turn a loss into a profit. In addition, Everett is determined to help families become educated to plan for retirement, start college funding programs, and protect mortgage owners who tend to lose their homes due to untimely illnesses and accidents.
Everett has over 150 different programs which are tailor-made for each client whether regardless to the size. Whether a business owner or a blue-collar worker, Everett is committed to help his client's make good, solid financial decisions.
Everett is a family man. He is married to his lovely wife Danielle. Together they have two sons, 8 and 2 years old. Aside from spending time with his family and the financial service business, he finds time to manage an urban magazine called One Hundred Magazine and is a silent partner for a sports bar & lounge, in downtown Atlanta.
A conversation with Everett will quickly crystalize your opinion of how he can align your business interest to a strong, successful financial outcome.. Here is hoping you will allow Everett's drive and determination to forge your financial decisions forward. For more information, please call (615) 397-1477.