​In 2005, inspired by people like you preparing for retirement, we started something new. We envisioned a different retirement planning experience. It would be: Smart. Simple. Personal. And focused only on this stage of your life, dedicating our company to the specifics required for retirement income planning only. Smart solutions for retirement is our rule, not the exception. From this baseline, retirees and those who work with us know we are out in front of the crowd, introducing new innovations, new experiences and new convenience, building a solid income plan for your retirement. We would become partners. We think it should be that easy. Start with a single focus. End with a lifelong relationship. Smart Retirement Solutions. Our Only Business.

For nearly two decades, we have been providing smart solutions to residents across the country, with industry-leading products, exemplary personal service, quality education and exceptional resources that aim to transform the retirement income planning industry. Allied Elite Financial is designed to address financial concerns with a clear and simple path to retirement. Retirement income planning requires a company with a proven track record, financial strength and integrity. These attributes, along with our unwavering commitment to excellence, has earned us a reputation as one the most well-respected retirement income planning firms in the country. We’re both honored and humbled by the many awards we’ve won as a company.

In 2020, we were acquired by AmeriLife Group of Clearwater, Florida, a national leader in marketing and distributing life, health and retirement solutions, and the combined organization represents more than $14.9 billion in annual annuity premium.

We’re proud of our accomplishments, but our client satisfaction perhaps speaks even more directly to our commitment to our customers – to find strategies that help people meet their goals. We take extra care every day and go above and beyond. We are committed to doing the absolute best we can for our customers. Allied Elite Financial is based in Tucson, Arizona, and with a network of highly-trained and specialized financial professionals throughout the United States.