Wealth Management & Financial Solutions
Welcome to Allen Financial. Thanks for visiting our website. We are located in Grinnell, Iowa with Doug Allen as a CERTIFIED FINANCIAL PLANNER TM 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
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Car Affordability
How much can you afford to pay for a car?