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    <title>Allgen Financial Services, Inc. - Latest Press Releases on ReleaseWire</title>
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      <title>Allgen Financial Services, Inc. Acquires Good Risk Reward, Inc.</title>
      <link>http://www.releasewire.com/press-releases/release-3.htm</link>
      <description><![CDATA[<div class="newsleft"><div class="newsbody"><p class="subheadline">Allgen Financial Services, Inc. acquires Good Risk Reward, Inc. in order to solidify its position in the market as a full service retirement planning institution. Through the acquisition of Good Risk Reward, Allgen will now offer self-investor training and improve its wealth management services.</p><p>Orlando, FL -- (<a rel="nofollow" href="http://www.releasewire.com/">ReleaseWire</a>) -- 07/18/2007 --   In order to extend Allgen Financial Services, Inc&apos;s ability to continuously improve its service offerings, it has acquired Good Risk Reward, Inc. Good Risk Reward, Inc. is a wealth management firm focused on active asset management and self investor training. <br />
<br />
Jason Martin, the president of Good Risk Reward Inc., will now be a Senior Partner and Chief Investment Officer for Allgen Financial Services, Inc. Effective immediately, he will be responsible for managing all of Allgen&apos;s client portfolios. Mr. Martin said, "This is the perfect partnership. I am able to continue managing the technical aspect of the financial services business while I can rely on a great team of other financial experts to assist with the other aspects of the business." <br />
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"We are excited about this merger," said Paul Roldan, Senior Partner and Chief Executive Officer of Allgen. He also said, "One of the most common scenarios we face are self investors with an out of sight out of mind approach to investing," said Paul Roldan, Senior Partner and CEO. In many cases, this lack of monitoring and modifications to a portfolio in a timely fashion leads to major problems for the investor. There are two reasons why this problem typically occurs: 1) Self investors do not have enough time available to properly manage their own assets. 2) Many self investors have a lack of education or training. Being in unfamiliar territory usually results in bad experiences. People tend to run away from bad experiences so they don&apos;t make any more mistakes. Mr. Martin will be a vital asset to helping self investors make better financial decisions with their retirement assets. We will be using goodriskreward.com to educate and train self investors on the technical and analytical skills necessary to become informed decision makers."<br />
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About Jason Martin<br />
Before becoming president of Good Risk Reward Inc., Mr. Martin was a Senior Broker for Charles Schwab, Inc. He is a Certified Financial Planner (CFP) and Chartered Market Technician (CMT). There are fewer then 100 people in the world with both of these designations. <br />
<br />
About Allgen<br />
Allgen Financial Services, Inc. is a retirement and investment firm assisting individuals and organizations better manager their assets. Allgen&apos;s service offerings include: personal retirement planning and investing, active asset management, company retirement benefits, estate planning for executives, estate planning for foreign investors, and tax management for entrepreneurs.<br />
</p><p>For more information on this press release visit: <a rel="nofollow" href="http://www.releasewire.com/press-releases/release-3.htm">http://www.releasewire.com/press-releases/release-3.htm</a></p></div><h2>Media Relations Contact</h2><p>James Zimbardi<br />Senior Partner<br />Allgen Financial Services, Inc.<br />Telephone: 888-625-5436<br />Email: <a rel="nofollow" href="http://www.releasewire.com/press-releases/contact/12895">Click to Email James Zimbardi</a><br />Web: <a rel="nofollow" href="http://www.allgenfinancial.com">http://www.allgenfinancial.com</a><br /></div><div><p><img src="https://cts.releasewire.com/v/?sid=12895&amp;s=f&amp;v=f" width="1" height="1" alt=""><span></span></p></div>]]></description>
      <pubDate>Wed, 18 Jul 2007 11:00:00 -0500</pubDate>
      <guid>http://www.releasewire.com/press-releases/release-3.htm</guid>
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      <title>John N. Rallis II, CPA Joins Allgen Financial Services, Inc. as CFO</title>
      <link>http://www.releasewire.com/press-releases/release-3.htm</link>
      <description><![CDATA[<div class="newsleft"><div class="newsbody"><p class="subheadline">Allgen Financial Services, Inc. has a new Senior Partner and CFO. John N. Rallis II, CPA has joined Allgen to help manage the fiduciary responsibilities of the firm. In addition, he will be a vital resource to Allgen's retirement planning, estate planning and business succession planning services. All clients will now be served and managed by a financial advisor, portfolio manager, and professional tax strategist.</p><p>Orlando, FL -- (<a rel="nofollow" href="http://www.releasewire.com/">ReleaseWire</a>) -- 07/17/2007 --   In an effort to provide a more holistic approach to retirement and estate planning, Allgen has chosen John Rallis II to become the 4th Senior Partner and the firm&apos;s Chief Financial Officer. Mr. Rallis will take on this role effective immediately. <br />
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"In an effort to build a strong management team, we could not have asked for a better partner to help lead Allgen&apos;s future. We are excited about the new opportunities presented with Mr. Rallis as a member of our team. His background in accounting and taxation will be a vital asset to the organization and our clients. Mr. Rallis will help manage the financial solvency of the organization and provide tax advice to our clients. He will lead our estate planning efforts as well," said James Zimbardi, Senior Partner and Chief Operating Officer. "John has worked with Allgen&apos;s team for many years; therefore, this is not a new relationship for us," said Paul Roldan, a Senior Partner and Chief Executive Officer. <br />
<br />
About John N. Rallis II<br />
Mr. Rallis is the Managing Shareholder of RALLIS * SEGUNDO, P.A. He has served as Principal Consultant in the tax and legal services division of PricewaterhouseCoopers where he has been recognized twice as a "PricewaterhouseCoopers All-Star". In addition, he was the Director of Taxation for a law firm in Orlando, Florida. His primary focus is taxation issues for business entities and their owners. He also has expertise in consulting with foreign nationals investing in the United States. Mr. Rallis is a Certified Public Accountant in the State of Florida. He holds a BBA from Emory University, an MBA from the University of Florida, and has done post-graduate work in taxation at the University of Central Florida. He has served on the Board of Directors for Hospice of Central Florida, the YMCA-Osceola, and Holy Trinity Greek Orthodox Church. <br />
<br />
About Allgen<br />
Allgen Financial Services, Inc. is a retirement and investment firm assisting individuals and organizations better manager their assets. Allgen&apos;s service offerings include: personal retirement planning and investing, active asset management, company retirement benefits, estate planning for executives, estate planning for foreign investors, and tax management for entrepreneurs.<br />
</p><p>For more information on this press release visit: <a rel="nofollow" href="http://www.releasewire.com/press-releases/release-3.htm">http://www.releasewire.com/press-releases/release-3.htm</a></p></div><h2>Media Relations Contact</h2><p>James Zimbardi<br />Senior Partner<br />Allgen Financial Services, Inc.<br />Telephone: 888-625-5436<br />Email: <a rel="nofollow" href="http://www.releasewire.com/press-releases/contact/12894">Click to Email James Zimbardi</a><br />Web: <a rel="nofollow" href="http://allgenfinancial.com">http://allgenfinancial.com</a><br /></div><div><p><img src="https://cts.releasewire.com/v/?sid=12894&amp;s=f&amp;v=f" width="1" height="1" alt=""><span></span></p></div>]]></description>
      <pubDate>Tue, 17 Jul 2007 13:32:44 -0500</pubDate>
      <guid>http://www.releasewire.com/press-releases/release-3.htm</guid>
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