Allen Wilhoit ChFC®, CPA, CASL

Financial Advisor

Allen Wilhoit

Office: 865-922-3366

3517 Neal Dr Ste B
Suite B
Knoxville, TN 37918-5230

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Learn more about life insurance dividends.

A Message from Allen Wilhoit:

"The focus of a generation has been shifting from dreams of early retirement, past plans for active retirement, on to the worries of "natural" retirement.  Natural retirement is when nature compels you to retire. It arrives often because of age, occasionally due to health, but always of necessity.

Today's family leader, whether a business owner, an executive or an employee, wants to secure and fund this period of life, so his or her children or close family members won't have to. Leaders want to leave their homes and businesses in good working order, so to speak.  They pursue various means of addressing retirement risks; some use personal strategies and many use business benefits.  

I am here to help you establish measures for long term financial security and succession for both your personal family and your business family.  I invite you to surf my website. Get to know me and my team. I want you to feel confident that your financial future will be better served because you called me."

Contact Allen Wilhoit today to request a comprehensive assessment of your current situation to help you prioritize your goals and develop a workable strategy with clear action steps and timetables.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Allen Wilhoit. 

My Mission

I focus particularly on the array of financial needs and risks impacting those years when leaders, their dependents, and their successors are truly affected by the strategies left in place. 

My mission as a financial advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. I will help you understand the complexity of issues faced by successful individuals like you, and the importance of having a sound financial plan in place.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Allen Wilhoit.