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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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.