Allen Wealth Advisors, Colleyville: Fee-only Certified Financial Planners®We are a Colleyville fee-only advisory providing customized Financial Planning and Investment Management strategies to women, families, individuals, and small businesses. We have a fiduciary obligation to our clients. Our goal is to provide the highest quality advice and service to help you meet your needs and goals.
We treat you the way we would want to be treated. Learn More
Financial Planning for WomenOften women find themselves in a state of transition and face a unique set of challenges.
Whether you are single, divorcing, or widowed, we work with you to develop a plan and provide strategies to help you navigate difficult situations and put you on a clear path to financial security.
When we manage your investments - we analyze your risk tolerance, time horizon, and goals to develop a well-diversified portfolio to meet your needs.
Our goal is to be very transparent. We explain our investment philosophy – so that you will understand the investment decisions made.
Many people come to us as they approach retirement with an array of retirement benefits acquired during their careers.
We help our clients make sense of all available financial tools. We advise clients how to meet income and long-term goal needs in a sustainable, tax efficient manner.
Comprehensive Financial Planning
Fee-only Certified Financial Planners®.
At Allen Wealth Advisors, we get to know you and your unique situation – as well as your goals for the future.
We assess your current situation and provide you a roadmap to help you achieve your personal goals.
We then help you implement your plan by providing you the tools and professional guidance necessary to accomplish your goals.
Ready to start planning your financial future?
Start where you are. Use what you have. Do what you can.
Allen Wealth Advisors Recent Articles
Grapevine Stock Portfolio Info – Bear Markets
Info for Investors The Stock Market and 'Sheltering in Place' “These are the worst of times, and the best of times.” Watching the financial markets recently has been like taking a roller coaster ride. It can be very distressing to look at your stock portfolio at this time. It also doesn’t ...
Southlake Retirement Planning – The Secure Act Overview
The Secure Act Overview in 2020 Retirement Planning Changes to Know for Southlake Retirees The Secure Act Impact Southlake Retirement Plan Review On December 20, 2019 - while you were preparing for Christmas - The Secure Act was signed into law. SECURE stands for Setting Every Community Up for Retirement ...
10 Critical Financial Planning Tips for 2020
January is the Time for Financial Resolutions Resolve to have a Happy New Year 2020! Click to View: 10 Basic Critical Financial Planning Tips for 2020 Basic financial planning needed to get control of (and grow!) - wealth in 2020. Allen Wealth Advisors Financial Planning 2020 At Allen Wealth ...
Kay Allen – Amazing Local Woman Inspiring Others with Attitude and Actions
Kay Allen in July 2019 Society Life Magazine • Local Women Who Are 'Inspirational, Accomplished and Engaging' • Kay Allen CFP® was featured in the July 2019 issue of a local Colleyville publication, Society Life Magazine. She was profiled as one of the "Ten Amazing Local Women Who Inspire Others ...
Non Deductible IRAs and ROTH Conversions
Little Known ROTH Conversion Requirements · Non Deductible IRA Tax Deferred Income Growth · Colleyville Financial Planning Tips Most of us have heard of Traditional IRA’s and Roth IRA’s as tools for tax free or tax deferred income growth. Less well known are the benefits and rules regarding Non Deductible ...
5 Habits of the Wealthy
Easy Steps to Wealth Building Simple changes can make a dramatic difference and put you on track to a comfortable retirement. Observing what the wealthy do is very instructive. Pay off credit every month It costs a lot of money to carry credit card debt from month to month. If ...