Our Services
Individual Services
- Investment Advisory Accounts
- Development of a comprehensive financial plan which defines personal goals and objectives in the areas of retirement planning, estate planning, tax planning, insurance planning and investment planning. Managagement of all assets on an ongoing basis and regular account reviews to ensure you have a correct asset allocation mix and proper diversification. Money management would consist of mutual funds, stocks, bonds, Money Markets, CD's and Real Estate.
- Financial Planning
- Development of a written Financial Plan or Assessment-$2500 and up
- Brokerage Accounts
- Stocks, Bonds and Mutual Funds
- Insurance
- Individual and Family Medical, Dental, Vision and HSA plans
- Life Insurance & Disability Insurance
- Retirement Planning
- IRA's, Roth's, 401(k) rollovers
- non-qualified accounts: stocks, bonds and mutual funds
- College Planning
- 529 Plans, Roth IRA's, Coverdell IRA's
- Brokerage accounts
- Real Estate
- Estate/Legacy Planning
- Philanthropy/Charitable Trusts
- Tax Planning offered in conjunction with Allen & Allen LLP This Web site offers links to companies with whom we have business relationships. Once a hyperlink is activated, you will be leaving this Web site and operate outside of this Web site. Neither we nor Transamerica Financial Advisors ("TFA") is responsible for the validity, completeness or accuracy of any information provided on those sites to which you may link. Furthermore, neither we nor TFA shall be liable for any direct or indirect system damage or other problems you may incur as a result of linking to any other Web site, including any consequences arising from your accessing third-party technologies, sites, information and programs made available through this Web site.www.allentaxes.com/
Business Services
- Retirement Planning
- 401(k) Plans
- Pension Plans
- Insurance
- Group Medical, Dental, Vision and HSA's
- Group Life and Disability Insurance
- Business Continuation Planning
- Tax Planning
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