Wealth Management & Financial Solutions
Welcome to Allen Financial. Thanks for visiting our website. We are located in Grinnell, Iowa with Doug Allen as a CERTIFIED FINANCIAL PLANNER TM professional and Susie Edelen as the office manager. We are registered/ licensed to do business throughout the United States.
We can work directly with you on retirement planning, IRA rollovers and financial planning.
Securities and insurance products offered are: Not Insured by FDIC or any Federal Government Agency May Lose Value No Bank Guarantee
Newsletters
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.