ALLEN WEALTH ADVISORS, COLLEYVILLE TX
In 2026, Allen Wealth Advisors is now part of ClearPoint Wealth Management. This partnership brings together two like-minded firms dedicated to helping retirees and pre-retirees make confident, well-informed financial decisions.
Clients will continue to work with Kay Allen and benefit from the expanded capabilities and collaborative team at ClearPoint Wealth Management.
What This Means for Clients
- · The same trusted relationship and personal service you expect from Kay Allen CFP®.
· Continued Fiduciary Care: We always put client interests first.
- · Serving Colleyville, Southlake, Grapevine, and surrounding areas.
- · Access to a broader team of experts and comprehensive planning services.
READY TO START PLANNING YOUR FINANCIAL FUTURE?
Allen Wealth Advisors
Start where you are. Use what you have.
Start Now – We Can Help.
Comprehensive
Financial Planning
Fee-only Certified Financial Planners®
Based in Colleyville, TX
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 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.
Start Now – We Can Help.
Retirement
Planning
Fee-only Certified Financial Planners®
Based in Colleyville, TX
Retirement planning is about crafting a strategy that not only saves enough to enjoy your later years but also maximizes the benefits available to you.
It is never too late to start or refine your retirement strategy. Even starting later in life has its advantages, as it’s never too late to adjust your savings strategy and improve your financial outlook for retirement.