Allen Financial Management, LLC

Allen Financial Management, LLC Comprehensive financial planning and investment services I worked independently with A.G. Edwards & Sons, Inc. A.G.

I receive my greatest enjoyment helping others have clarity with their finances and future so that they may in turn focus on their families, friends, community and charitable endeavors. My passion is to help the families and businesses that have entrusted me with their finances to work toward the achievement of their financial goals. I have spent all of my career and ongoing education continuing to improve my processes in investment management and financial planning so that I may better serve my clients with innovative solutions. After completing my Master of Science in Personal Financial Planning, I earned my Accredited Asset Management Specialist® designation in 2006 and continued on to complete the highly regarded CERTIFIED FINANCIAL PLANNER™ designation back in 2008. and learned a vast amount from the perspective of large, institutional money management. years later went on to become Wells Fargo Advisors at which point I decided to branch out to be able to offer more comprehensive financial planning services as well as more investment choices for my clients by founding Allen Financial Management, LLC. I teamed up with the independent broker/dealer Cambridge Investment Research, Inc. so I could have all the back office support to be able to offer:

-Comprehensive and modular (piece by piece) financial planning
-Wealth management
-Investment analysis, recommendations and ongoing management
-Retirement and income planning
-College or education planning -Estate planning and preservation
-Insurance planning

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning...
10/08/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/01/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down,...
09/22/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. S...
09/07/2026

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. So to celebrate, our team is fully committing to the cause by penciling some cat naps into our schedules this weekend.

A quick heads-up: The office is closed on Monday, September 7th. We will be back on Tuesday, September 8th — recharged, refreshed, and ready to get to work.

We hope you have a long weekend full of good food, good company, and zero emails!

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matt...
08/27/2026

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matter in the financial world. Each of these three indicators offers a different perspective on pricing trends and the broader economy. Swipe through to learn more.

If you have questions about how inflation or market conditions may impact your financial strategy, our team is here to help. Contact us anytime to start the conversation.

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus f...
08/20/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-...
08/13/2026

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-term financial stability for your family. If leaving a lasting legacy is one of your goals, there are a few fundamental steps to consider. Swipe to learn more.

Building generational wealth takes time, consistency, and thoughtful planning, and you do not have to navigate it alone. Contact us today to start creating a personalized strategy designed for your family’s future.

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most ef...
08/04/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

Address

150 N Harbin Drive, Suite 420
Stephenville, TX
76401

Opening Hours

8:30am - 5:30pm

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