Personal Services

Financial Planning

We work closely with you to analyze your current situation, and create a plan that will create steady financial growth. We offer a broad range of expertise.

Here are some of the topics we have expertise in advising our clients:

Saving for retirement (401k, 457, 403B, SEP Accounts, SIMPLE)
Retirement Account Asset Allocation and Diversification
Obtaining Social Security and Disability Benefits
Retirement Accounts withdrawal (401k, 403b, and 457, Pensions)
Life Insurance/ Long Term Disability analysis
Death Benefits
Estate Planning
Credit Repair/analysis
Student Loan options
Buying a car/purchasing a home

Why Choose Us?

The Allen CPA Firm is dedicated to seeing our clients succeed in their endeavors. We pride ourselves in providing great customer service by: