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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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.