Row of small American flags on a green lawn

Allen Financial

Name: Allen Financial
Address: 801 4TH AVE, Grinnell, IA, 50112, US
Telephone: 641-236-1776

801 4TH AVE
Grinnell, IA 50112

Phone:

641-236-1776

E-mail:

doug@allenfinancial.org or

susie@allenfinancial.org

Wealth Management & Financial Solutions

Historic red brick building with green storefront trim

Welcome to Allen Financial. Thanks for visiting our website. We are located in Grinnell, Iowa with Doug Allen as a CERTIFIED FINANCIAL PLANNER ™professional and Susie Edelen as the office manager. We are registered/ licensed to do business throughout the United States.

We can work directly with you on retirement planning, IRA rollovers and financial planning.

Securities and insurance products offered are: Not Insured by FDIC or any Federal Government Agency May Lose Value No Bank Guarantee

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

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

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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