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Estate Planning Services
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At Allen Financial, we are committed to:
  • Honoring God

  • Offering suitable financial products and services with integrity

  • Working diligently to learn about you, your family and your needs

  • Treating all clients with respect and dignity

  • Developing long-term client friendships that center on trust

We believe that a long-term investment strategy is the best way to help our clients preserve and enjoy their hard-earned assets. Our objective is to provide you with a simple, but comprehensive strategy that utilizes proven safe investment concepts, sound tax information, and Elder Law legal counsel. Because of the strategic partnerships with accountants, attorneys, and financial services professionals, we are confident in our ability to assist you with all of your estate planning needs.

Advisory services offered by Wealth Watch Advisors, LLC.
           © 2011 Allen Financial Agency, Inc.