Allen Wealth Advisors Is Now Part of ClearPoint Wealth Management
Allen Wealth Advisors Is Now Part of ClearPoint Wealth Management
Allen Wealth Advisors is pleased to announce that the firm is now part of ClearPoint Wealth Management. The new partnership brings together experienced financial professionals who share a commitment to personalized guidance, careful planning, and long-term client relationships.
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As part of this transition, Kay Allen, CFP®, founder of Allen Wealth Advisors, has become a partner with ClearPoint Wealth Management. Kay will continue working closely with existing and future clients while benefiting from the expanded knowledge, resources, and professional support of the ClearPoint Wealth Management team.
Kay founded Allen Wealth Advisors in 2018 to provide individuals and families in Colleyville, Southlake, Grapevine and surrounding areas with personalized, comprehensive financial guidance. Her approach has always centered on helping clients understand their finances, navigate investment decisions, and develop coordinated plans that support their lives and long-term goals.
Joining ClearPoint Wealth Management represents the next chapter in that commitment.
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.
ClearPoint Wealth Management Services
ClearPoint Wealth Management specializes in comprehensive wealth management and retirement planning, particularly for retirees and individuals who are approaching retirement.
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Services include:
Investment Management
At ClearPoint Wealth Management, we’re fiduciaries, which means we always put your best interests first: no commissions, no hidden fees, and no conflicts of interest.
We specialize in helping retirees and pre-retirees with $1M+ in assets turn complex retirement planning into a clear, actionable strategy. From income to taxes, investments to legacy, we bring structure to the decisions that matter most.
Comprehensive Financial Planning
ClearPoint Wealth Management helps clients bring the different parts of their financial lives together into one coordinated strategy. Financial planning may address income, investments, taxes, insurance, retirement goals, estate considerations, and other important financial decisions.
Retirement Income Planning
The ClearPoint Wealth Management team helps clients determine how to convert accumulated savings and investments into a dependable retirement income strategy. This can include evaluating withdrawal rates, income sources, spending needs, and the long-term sustainability of a retirement plan.
Estate Planning Coordination
ClearPoint Wealth Management helps clients organize their financial affairs and coordinate with qualified estate-planning attorneys when legal documents or specialized legal advice are needed. Planning may include beneficiary designations, wealth-transfer goals, legacy planning, charitable intentions, and the orderly transfer of assets.
Proactive Tax Planning
Tax planning is incorporated into the broader financial strategy rather than treated as a separate year-end concern. ClearPoint Wealth Management helps clients evaluate opportunities to reduce taxes, improve tax efficiency, and better coordinate investment and retirement decisions.
Medicare and Health Insurance Guidance
Through coordinated relationships with insurance professionals, clients can receive assistance understanding Medicare, health insurance, and benefit options. This guidance can be especially valuable when preparing for retirement or transitioning away from employer-sponsored coverage.
Social Security Planning
ClearPoint Wealth Management helps clients evaluate when and how to claim Social Security benefits. The goal is to coordinate Social Security with retirement income, taxes, life expectancy, spousal benefits, and other available resources.
Charitable Giving Strategies
Clients who want to support charitable organizations can receive guidance on integrating philanthropy into their broader financial and tax plans.
Ongoing Wealth Management
Financial planning is not a one-time event. ClearPoint Wealth Management provides ongoing monitoring, guidance, and plan adjustments as clients’ circumstances, financial markets, tax rules, and personal goals change.
A Broader Team With the Same Personal Commitment
The ClearPoint Wealth Management professional team includes financial planners, a CPA and tax advisor, an insurance and Medicare specialist, and access to estate-planning support. This collaborative structure helps clients address interconnected financial decisions more efficiently.
For Allen Wealth Advisors clients, this partnership is designed to provide greater depth and continuity without losing the personal relationship that has always been central to Kay’s work.
Kay remains committed to helping individuals and families understand their financial choices, make informed decisions, and build plans that reflect what matters most to them.
Moving Forward With Greater Clarity
Becoming part of ClearPoint Wealth Management strengthens the services and resources available to Allen Wealth Advisors clients. It brings together personalized financial guidance, investment management, retirement planning, proactive tax strategy, and estate-planning coordination within a more comprehensive wealth-management experience.
Together, Allen Wealth Advisors and ClearPoint Wealth Management will continue helping clients move forward with greater clarity, confidence, and purpose.
