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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.

Describes financial burdens associated with end-of-life care and funerals.

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Describes retirement plan options that help self-employed workers save on taxes.

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

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Explains how future tax rules may impact deductibility of charitable donations.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How much would your monthly lease payment be?

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

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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