About Allen & company of florida
Allen & Company of Florida is a renowned financial services firm that has been providing exceptional investment management and financial planning services for over 85 years. The company was founded in 1932 by Bob Allen, who had a vision to create a firm that would help individuals and businesses achieve their financial goals through personalized service and expert advice.
Over the years, Allen & Company has grown to become one of the most respected names in the industry, with a team of experienced professionals who are dedicated to helping clients navigate the complex world of finance. The company's mission is to build long-lasting relationships with its clients by providing them with customized solutions that meet their unique needs.
One of the key strengths of Allen & Company is its commitment to staying ahead of the curve when it comes to technology and innovation. The company uses cutting-edge tools and software to analyze market trends, manage portfolios, and provide real-time updates on investment performance. This allows clients to make informed decisions about their investments based on accurate data.
Another important aspect of Allen & Company's approach is its focus on education. The company believes that informed clients are better equipped to make smart financial decisions, so it offers a range of educational resources including seminars, webinars, newsletters, and one-on-one consultations with advisors.
Allen Investments offers a wide range of services including investment management, retirement planning, estate planning, tax planning strategies as well as insurance solutions such as life insurance or long-term care insurance policies. Its team consists not only from certified financial planners but also from attorneys who can help you navigate legal issues related your finances or estate planing.
The investment management services offered by Allen & Company are designed for both individual investors as well as institutional investors such as pension funds or endowments. Clients can choose from various types of accounts including taxable accounts (individual or joint), IRA accounts (traditional or Roth), trust accounts (revocable or irrevocable) among others depending on their specific needs.
Retirement planning is another area where Allen Investments excels at helping clients prepare for retirement through comprehensive analysis which includes reviewing current assets like 401(k)s , IRAs , pensions etc., estimating future expenses like healthcare costs , travel expenses etc., determining how much income will be needed during retirement years based on these factors plus inflation rates over time period chosen by client themselves .
Estate Planning Services provided by this firm include creating wills trusts power-of-attorney documents health-care directives among other things necessary for ensuring smooth transfer assets after death while minimizing taxes paid out heirs beneficiaries .
Tax Planning Strategies offered by this firm include analyzing current tax situation identifying opportunities reduce liability through deductions credits deferrals etc., developing plans minimize future liabilities while maximizing returns investments made today .
Insurance Solutions provided by this firm include life insurance policies which protect loved ones financially if something unexpected happens policyholder dies prematurely; long-term care insurance policies which cover costs associated aging disabilities requiring assistance daily living activities like bathing dressing eating etc.; disability income protection plans designed replace lost wages due injury illness preventing work temporarily permanently .
In conclusion: If you're looking for an experienced partner who can help you achieve your financial goals while providing personalized service tailored specifically towards your needs then look no further than Allen Investments! With over 85 years experience managing wealth building relationships we have what it takes deliver results exceed expectations every time!
alleninvestments.com
