ALLEN FINANCIAL MANAGEMENT, LLC

CONNECT

Address:

150 North Harbin Drive, Suite 420
Stephenville, TX 76401

Phone:

(254) 965-8633 Toll-Free: (888) 483-3308

Fax/Other:

(888) 711-0078

What I Can Do

 

Once your values, goals and objectives have been established, I will prepare customized financial strategies and guide you through a step-by-step process that will help you feel confident in your decisions. After we have agreed on the best course of action, I will help you organize and implement your financial life going forward. Some of the areas I regularly assist clients in are:

 

 

  • Coordination With Your Other Professionals
    • This is a complimentary part of my personal service to you. I will regularly meet and coordinate with your other professionals such as your attorney, accountant or CPA, real estate professional, insurance agent, and banker or loan officer. I have found this to be the best way to efficiently organize and implement different aspects of your financial plan and to help you avoid adverse situations that might affect other areas of your financial life.
  • Comprehensive Financial Planning
    • Development and implementation of a comprehensive plan covering all of your financial goals.
  • Wealth Management
    • Depending on how detailed and specific your needs are I will provide customized wealth management solutions that include ongoing recommendations and regular reports back to you.
  • Investment Analysis and Management
    • Custom analysis and recommendations of your investments that includes regular performance reporting, market and economic news updates, asset allocation and review of asset correlation, market and nonmarket risk management procedures, and either direct or indirect management along with ongoing recommendations.
  • Retirement Planning and Strategies
    • Accumulation and distribution strategies based upon your goals and tax situation.
    • Education and recommendations on personal (Traditional IRAs, Roth IRAs, Rollover IRAs, different types of annuities etc.) and employer provided retirement savings accounts (401k, 403b, SEP IRAs, SIMPLE IRAs, Pension, Profit Sharing, Nonqualified Plans, etc.).
  • Cash Flow (Income and Expense) and Debt Management
    • I will help your organize and review your offense (income) and defense (expenses) situation in relation to your goals and make recommendations that will help put you in the best situation going forward.
    • Analysis and recommendations on debt reduction or management by preparing projections and exploring several different ways to pay off your liabilities or to minimize interest paid out of your pocket. 
  • Education Planning
    • Analysis of education goals for yourself, children, and/or grandchildren along with education and recommendations on the different ways to maximize available benefits.
    • Recommendations and management of education savings accounts (529 plans, Coverdell or Educational IRAs, UTMA/UGMA, etc.).
  • Estate Planning and Conservation
    • Review and recommendations of your estate documents and how to organize your files with a single source for ease of estate administration.
    • Projections and analysis of your family's estate tax situation and recommendations based on how you desire your estate to be handled.
    • Overview of gifting and charitable giving strategies along with what you may be able to accomplish.
  • Risk Management
    • I will review and discuss with you the risks and potential liabilities that might set you or your family off financial course.
    • Review of your property and casualty insurance policies such as your automobile, other vehicle, homeowners, renters, personal and commercial liability policies. I will help you assess the costs versus benefits or value along with areas that might need improvement.
    • Recommendations for your other insurance policies whether employer provided or personally owned such as life insurance, disability insurance, vision and dental care, and long term care. Again, I will help you assess the costs versus benefits or value along with areas that might need improvement.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck