top of page
Business presentation overlaid on a city skyline.
People working at desks in a bright modern office
Woman presenting data in a sunny conference room.
People silhouetted against a cityscape during a meeting.
Man presenting to a group in a bright office setting

Contact Us

Please feel free to contact us with any questions.

Schedule Appointment

Allen & Associates Investment Management logo with deer and mountains

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

​

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains provisions allowing rebates for home energy efficiency and electrification projects.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How Long Will Your Funds Last?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much do you need to save each year to meet your long-term financial goals?

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