Hey! I'm Allen, founder of 7 Saturdays Financial. I'm a CFA Charterholder, CFP® professional, and proud recipient of Wealthtender's Voice of the Client award in 2025. Our team specializes in helping pre-retirees and retirees make the most of their "7 Saturdays a week". We're known for expertise in areas like retirement income planning, strategic tax planning, and tax-smart investment management. We currently serve ~30 families nationwide for their wealth management needs and operate exclusively on a flat-fee model. If you have questions like: - Will I be okay in retirement? - How much can I safely spend? - When should I claim Social Security? - How do I minimize my lifetime tax bill? - How should I structure my investments for this next phase? Then you might be a good fit for our firm. The first step is to learn about our Retirement Roadmap™ - a complimentary, three-meeting process to help potential clients make an informed decision about 7 Saturdays Financial or any other firm you may consider hiring. To learn more, click the "contact" button, or visit Your Retirement Roadmap dot com. And be sure to check our ⭐⭐⭐⭐⭐ reviews at Wealthtender. I look forward to meeting you!

Bill Carter serves as Vice President and Wealth Management Advisor at Fidelity Investments. In this role, he works with a select group of high net worth families, focusing on understanding their unique wealth systems and aligning their financial structures with their personal goals to promote harmony within their networks. Bill has been with Fidelity Investments since 2010, holding various positions including Regional Planning Consultant and Account Executive. His extensive experience within the firm has provided him with insights into wealth management tailored to complex family needs. He holds a California Insurance License, supporting his ability to address diverse financial planning requirements.

Rick Egan is a Financial Consultant I at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2007, including Planning Consultant, Workplace Planning Consultant, Investment Consultant, Financial Representative, Premium Services Representative, and Service Representative. He also worked as a Financial Consultant at Charles Schwab from 2011 to 2012. Rick's approach to financial planning involves understanding the unique circumstances of each client to co-create and maintain personalized financial plans. He aims to serve as a trusted advisor to help clients adjust their plans as life changes. Outside of his professional work, Rick's personal interests include baseball, family activities, fitness, golf, parenthood, and scuba diving.

Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been employed since 2020. In his current role since 2025, he focuses on helping clients optimize the benefits their companies offer and works to build long-lasting relationships that support clients' financial goals. Prior to this, he held various positions within Fidelity, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Before joining Fidelity, Joshua worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua's career has provided him with experience in benefits planning, workplace consulting, and high net worth client services. This background supports his work in assisting clients with both short and long-term financial planning. Outside of his professional responsibilities, Joshua enjoys comedy, family activities, football, golf, and traveling.