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Allen Financial Advisement

4275 Executive Square Suite 200
La Jolla, CA 92037

Phone:

858-964-2309

Fax:

858-964-2301

E-mail:

Financial Advice with an Educational Emphasis

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What is Financial Advisement?

It is the process of providing careful consideration to the matters that affect you the most; your finances. We ask the necessary questions that will help guide you down the most appropriate path to meeting your financial objectives. We then provide the knowledge and expertise to help you make an informed decision that is in the best interest of you and those that matter most to you; your loved ones.
No one knows you better than you. Why not get the best information to obtain the products and services that are tailored to fit you and those important to you?

Michael A. Allen, FRC, ChFC, MBA

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Here are answers to some key questions about required minimum distributions.

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Covers benefits of personal umbrella insurance for large liability claims.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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How much will it cost to pay off a loan over its lifetime?

Compare the potential future value of tax-deferred investments to that of taxable investments.

How much would your monthly lease payment be?

Estimate the future value of your current savings.

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