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: