Allen Financial

Wealth Management

Wealth Management

Wealth Management

Making market investments can be a tricky process. The behavior of any given stock is likely to change with time. If your primary objective is to prevent losses—which we believe should be—you must do proper research on your investments. To achieve this, we think it would be ideal to work with a financial advisor that approaches money management “actively.”

"Active" or "Passive" Money Management?

Money management can be classified as “passive” or “active.” If your investments are “passively” managed, it means there’s no one there to monitor them.  “Active” money management, on the other hand, involves having a financial advisor provide direction on investments with the goal of preventing losses and boosting your long-term performance.

Yearly Financial "Checkups"

At our annual meetings, we meet with clients to go over their financial situation, objectives, the performance of their current strategy, and areas for improvement. Your situation might change with time. Therefore, the answer might not be as simple as just selling you something and walking away. This is why we take the time to keep in contact with clients and make sure everything is running as it should.

smiling senior couple sitting at kitchen table reviewing wealth management options

Are you positive your current retirement strategy is still working for you?

Many factors could affect your assets throughout a given year. Fortunately, we’ll meet with you to help get you back on track. A few possible changes include:

  • Your portfolio may not be as diversified as you think
  • Your asset allocation could be out of balance
  • Your financial goals may have changed with time
  • Your life situation also could’ve unexpectedly changed
  • Laws can also change: For example, changes in tax law happen frequently

Visit http://allenfinancial.net/privacy-policy-wealth to see our privacy policy and https://allenfinancial.net/terms-wealth/ for our terms and conditions.

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