Adrienne Upchurch

  • scenic view

Who We Are...

The Allegiant Wealth Management Group is a financial planning business. Our clients are individuals and businesses. We work with different insurance companies to provide our clients with products to fit their needs. Some of the products we provide include disability income insurance, life insurance, disability overhead expense, retirement planning such as 401ks, IRAs and annuities, as well as long term care insurance.

 

What We Do...

The Allegiant Wealth Management Group exists to help our clients prepare for the future. Our goal is to help ease the fear of financial crisis and give security through comprehensive strategies and planning. We have a defensive strategy against potential crisis such as a death, disability, or a need for long term care. We have an offensive strategy for future costs such as retirement and college. 

About Me...

Adrienne started her practice in 1999. She works to provide personalized strategies for individuals and businesses. Adrienne has attained her MBA, CLU, and CFP. Adrienne is active in the financial industry as past President and current member of the Dallas/Fort Worth branch of Women in Insurance & Financial Services as well as guest speaker at many medical conferences around the United States.