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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

Smiling businessman in a suit at the office

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.

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Offers practical holiday shopping tips to save time and money.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Details 401(k) contribution and catch-up limits for maximizing savings.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much can you afford to pay for a car?

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

Use this calculator to determine whether you qualify for the different types of IRAs.

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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