Ali-Polly & Associates
Meet the Team
With a combined 40 years of experience, Ali and Polly bring a wealth of knowledge to help you achieve your financial goals. Ali has over 20 years of expertise in accounting, while Polly has 18 years of experience in mortgage and finance. Together, their comprehensive approach covers all aspects of financial planning, including tax strategies, retirement planning, long-term care solutions, and legacy planning. Ali and Polly lead by giving, making a meaningful impact in their communities by bridging the gap between needs and solutions.
Ali Bousavatdy | Co-Founder
Ali Bouasavatdy, along with her sister, Polly Outhay, immigrated to the U.S. as a refugee from Laos 36 years ago. Ali has built her life from the ground up, overcoming significant challenges along the way. With over 20 years of experience in accounting, payroll, and taxes, her true passion lies in taxes, though she loves all aspects of financials equally. Ali’s journey has taught her invaluable lessons about resilience and the importance of financial knowledge. Today, she is dedicated to giving back to the community by promoting financial literacy, striving to inform, educate, and empower individuals, families, and businesses to achieve their financial goals and create a brighter future.
Credentials: Retirement Planning Specialist | Business Career Leader | Annuity & Life insurance | Tax-Free Income Strategist | Tax Accountant | Tax Preparer
Polly Outhay | Co-Founder
After 18 years working with Bank of America, Wells Fargo and two small banking entities, Polly Outhay made the decision to begin her journey in private financial service sector as an independent Retirement Planning Specialist, dba APA- Ali-Polly & Associates. As a refugee from Laos who arrived in the U.S. 38 years ago, Polly has dedicated her life to empowering individuals and communities through financial education.
Based in Charlotte, NC, Asian women owned and operated. She leverages her extensive knowledge and personal journey to provide tailored training programs that help clients achieve financial stability and success. Polly’s commitment to education and community service has made her a respected figure in financial literacy initiatives both locally and nationally.
Credentials: Retirement Planning Specialist | Financial Education Instructor | National Certified Financial Fiduciary | Business Career Leader | Annuity & Life insurance | Banking & Finance | Tax-Free Income Strategist
What We Offer
Financial Planning Simple
- 401k, 403b, 457, 412e, IRA, Annuity
- Employee & Employer Business Solutions
- Funding a Child’s Education
- Tax-Free Retirement Strategy
- Finance Your Own Retirement
- Terminal, Chronic or Critical illness
- Business Succession
- Lifetime Income
- Life Insurance
- Career Opportunity
Testimonials
"APA helped my husband and I with a policy that fit our needs. Polly listened to our concerns and really cared about making our financial future secure. I would highly recommend APA!" - Beverly H.
"Polly did awesome helping me and cared about my concerns. She helped me find life insurance that fit my situation and also did a great job explaining the policies. I will highly recommend her to my friends." - Sert L.
"I love working with Polly for my family financial needs. Not only does she come to my house to discuss my financial needs but she also comes to my home as a caring friend. I look forward to seeing Polly in the future and I appreciate all of the help she has provided! You definitely have found a profession that fits your personality." - Floretha B.W.