Allana Pinkerton

Small Business Advocate, Agency, Independent, & Downline

Allana Pinkerton Profile Picture

Location: Nationwide

Specialties: Preventative Health Initiative (PHI)

Our Organization Has Helped

44K

Projects

65M

People

135

Offices

About Allana Pinkerton

With a passion for empowering small business owners, I specialize in maximizing tax credits that are often overlooked. Many entrepreneurs are unaware of the same tax benefits that big corporations leverage, and I'm here to level the playing field. In just 26 minutes, I can guide you through the process, ensuring you capitalize on every available opportunity with simplicity and efficiency.

One of my flagship offerings is the Preventative Health Initiative (PHI), a program designed to enhance employee wellness while securing tax credits for both employers and employees alike. This initiative embodies a win-win scenario, fostering healthier workplaces while optimizing financial incentives.

Having navigated the entrepreneurial landscape long before the era of social media, I understand the intricate challenges of business ownership firsthand. Patience is not just a virtue but a fundamental aspect of my approach, making complex tasks accessible even to those less tech-savvy.

Beyond tax optimization, I bring over 20 years of diverse business and marketing expertise to the table. From founding non-profits to collaborating with corporations, I've honed a talent for mastering technology and adapting to evolving business landscapes. Diplomatic and tactful, I engage with professionals and non-professionals alike, fostering meaningful collaborations and delivering exceptional experiences.

In addition to my professional endeavors, I am recognized for my flexibility and versatility. Whether under pressure or transcending cultural boundaries, I maintain poise and competence while infusing each interaction with a sense of humor and empathy. From our first meeting and beyond, I am committed to delivering extraordinary results and fostering lasting relationships in every endeavor.

Our Expertise

Preventative Health Initiative

Preventative Health Initiative

Business Funding​

Business
Funding​

Tax Credits, Rebates And Incentives

Tax Credits, Rebates and Incentives

Financial Planning

Financial
Planning

Grow your wealth so you can live the life you want!

Please Fill Out The Short Form Below To Get Started With PHI
Preventative Health Initiative

*Referring Agent's Name & Email

Name: Allana Pinkerton

Email: allanap@bluewealthplan.com

Project Blue is bringing the best practices of Fortune 500 Companies to the small business owner. Project Blue was founded on the premise that EVERY business owner should take advantage of every incentive program that they are legally entitled to claim.

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