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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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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Business Owners: Should You Organize as an LLC?
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.