Dave Allred has built his practice creating financially efficient plans for retirees. This focused approach on cash flow and proactive tax planning combined with close client relationships distinguishes his practice from traditional Financial Advisors.
Early in his career while working as a Staff Accountant/Tax Preparer, Dave learned that many Seniors collecting Social Security were being taxed on their retirement benefit. Understanding Social Security and IRS rules, income tax bracket limits, and the taxable nature of investments, he provides his clients an understandable and detailed cash flow plan ensuring minimal cash flow is lost to taxation. In addition to this cash flow efficient plan, Dave provides risk tolerance assessment, investment portfolio allocation, and other direction specific to the retired market.
Dave was born and raised in Salt Lake City, Utah. A graduate from Southern Utah University, he received a Bachelor of Science Degree in Accounting. Dave enjoys spending quality time with his family, morning work-outs, and road cycling. He loves all sports, but football is his passion. His greatest love is coaching the young men in his community. Dave will tell you that his most rewarding life experiences and relationships have come while being with his family, coaching football, and working with his clients. Dave, his wife, Cindy and their four children live in Salt Lake City, Utah.