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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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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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

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

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

How Long Will It Take to Pay my Balance?

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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