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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:

Michael@allenfinancialadvisement.com

Devynne@allenfinancialadvisement.com

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.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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

View Videos
Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Two Tax-Friendly Retirement Plans for the Self-Employed

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

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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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