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About Allen Wealth Advisors

Welcome to
Allen Wealth Advisors

Kay Allen CFP - Allen Wealth Advisors

Kay Allen, CFP
Founder, Allen Wealth Advisors

At Allen Wealth Advisors, all our advisors are CERTIFIED FINANCIAL PLANNERS®.

This means we have the training, experience and knowledge to help you plan for and realize a successful financial future.  We build strong relationships with our clients. Our clients can feel secure that their needs are our first priority.

Ready to start planning your financial future?

Start where you are. Use what you have.
Start Now – We Can Help.

Allen Wealth Advisors - CERTIFIED FINANCIAL PLANNERS™ Colleyville TX

Allen Wealth Advisors: Fee-only Advisory Services

Allen Wealth Advisors is a fee-only advisory. This means:

• We are paid directly by clients for our services and cannot receive other sources of compensation, such as payments from fund providers.
 We act as a fiduciary, meaning: We are obligated to put our clients’ interests first.

Allen Wealth Advisors - Financial Planning for Women, Colleyville Texas

Customized Financial Planning and
Investment Management Strategies

We provide customized Financial Planning and Investment Management strategies to women, families, individuals, and small businesses.

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.

Comprehensive Financial Planning

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.

Financial Planning for Women

We work with our clients to educate them regarding financial planning and investments. And then we find the best solution for the unique needs of each individual.

Investment Management

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.

Retirement Planning

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.

Allen Wealth Advisors, Colleyville TX - Fee-only Certified Financial Planners READY TO START PLANNING YOUR FINANCIAL FUTURE

Let’s Have a Talk

Phone: (817) 500-0014
Fax: (817) 500-0014

Customized Financial Planning and Investment Management Strategies

We provide customized Financial Planning and Investment Management strategies to women, families, individuals, and small businesses.

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.

Headquarters

Allen Wealth Advisors
6110 Colleyville Blvd. Suite 106
Colleyville, TX 76034