Alison Flaum & Team

 Alison Flaum, CLU®, ChFC® Alison@simplifyingwealth.com

Alison simplifies the chaos of wealth so her clients can pursue their passions, enjoy life and have fun with their businesses and other endeavors. She has a unique style, an ability to listen and understand her clients in a manner that preserves their values, intent and mission into every aspect of their wealth management tools (accounts, leagal documents, entities created, people included, etc.).  Alison is very much like her clients, bold, direct, passionate, action oriented and true to her values. 

With Alison's formal education in economics and finance, combined with her training in fine arts, she sees her role with clients as the creation of a masterpiece.  A plan that is sycnchronized, well blended and balanced to leverage and preserve her clients freedom and values, as well as their wealth.  When talking with Alison, she often uses the expression, "it is as if you are commissioning me to paint a painting that captures who you are and what you want to be.  When we speak, I see a visiual of the past, present and future that needs to be first understood before it can be captured in the final output.  When analyzing the assets you have to work with, I see it as understanding the color palets I have to work with to make it all happen."

Alison's affiliation with numerous resources, including The Nautilus Group, provides Alison with a "backroom" of professionals, specifically credentialed in law, accounting , taxation and insurance to meet the advanced insurance and financial needs of affluent individuals, professional athletes/entertainers and owners of privately held companies.  Alison uses these resources to brainstorm, analyize and capture her ideas for her client's plans.

Professionally, Alison has been in the industry since 1997, and has earned her Chartered Financial Consultant (ChFC) designation from the American College, is an active member of the San Antonio Estate Planners Council and the Planned Giving Council of San Antonio. She holds a bachelor's degree in Communications, Legal Institutions, Economics and Government, and a Master's degree in Administration, both from the American University in Washington D.C.

Alison is the founder and president of the Flaum Souksamlane In Loving Memory Foundation, a national organization benefiting children grieving the death of a parent.  Alison has two young children she adores and loves to travel and spend time with the poeple she loves and on the projects she is passionate about.

Alison and her team

Having a strong team allows Alison to dedicate her time and talents to her clients. Her genuine, passionate and comprehensive understanding of your needs, goals and resources offers the foundation for successfully designing and maintaining a financial strategy that works for you. Each member of her team has a defined role that supports each client's planning and wealth management needs.

Samantha Quick, Service Assistant samantha@simplifyingwealth.com

Samantha is the first voice clients hear when calling our office. She manages Alison's calendar and communication by scheduling all appointments and client communications, it is also her role to ensure both the client and Alison is prepared for their meetings so all time together is productive.  In addition, Samantha manages the tasks involved in the planning process and keeps all the moving parts of the client's plan organized, in addition to assisting clients with basic policy and account services needs.  Samantha is also a notary and notarizes items for clients at no charge.

The Nautilus Group

With offices in Dallas, Texas, The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting insurance and finance to meet the advanced insurance and financial needs of affluent individuals, business owners of privately held companies and professional/athletes. Working closely with Alison, they provide strategies for consideration by the client's own legal and tax advisors. The work of the Nautilus Group revolves around three objectives common to estate conservation and business succession: growth, protection and distribution. Neither members nor staff of the Nautilus group may give tax or legal advice.  The Nautilus Group is a service of New York Life Insurance Company.