At Allen & Company, our team and financial advisors have devoted themselves to serving the needs of our communities with a portfolio of personal wealth management solutions. We provide a wide variety of financial, insurance, and investment services, with a focus on personal service. Generations of families have trusted us to develop a strategy for their financial future. Learn more about the services we provide below, or find a location close to you! Investment Planning and Portfolio Management Whether you’re creating your first portfolio or a seasoned investor, our wide range of portfolio management and investment services will help you pursue your long-term financial goals. Retirement Planning Your Allen & Company financial advisor will help you build a plan for retirement, factoring in your unique needs, financial situation, and long-term personal goals. Tax Planning Our advisors and client service associates regularly meet with your CPA or other financial partners to ensure your investment course and tax planning fits together. Estate Planning Everyone needs an estate plan, not just the ultra-wealthy. Our advisors will help ensure your wishes are honored and your legacy lives on. Education and College Planning From 529 plans to pre-paid tuition, planning for educational expenses is only getting more complicated over time. Let our advisors help you plan for your child’s future. Life Insurance The insurance market is complex, and finding the best balance of rates and coverage is a challenge we can help you overcome. Charitable Giving and Gifting Giving not only brings personal joy, but it can have tax implications as well. Our advisors will assist you in developing a strategy for one-time or recurring charitable donations, to maximize benefits for all parties. Business Succession Planning Turning your business to a new owner carries with it great responsibility. Allen & Company advisors partner with specialized attorneys to help you create a proprietary succession plan. Stock Options You’ll be making important decisions when it comes to your stock options, some that may have tax implications. Allen & Company advisors partner with your other financial team members to create a plan before you exercise your options. Private Wealth Management Allen & Company advisors specialize in meeting the unique challenges faced by owning a significant amount of wealth, such as helping our clients to navigate estates, succession plans, significant career wealth, the transfer of generational wealth, or dealing with an unexpected financial windfall.