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ALLEN FINANCIAL MANAGEMENT, LLC

150 North Harbin Drive, Suite 420
Stephenville, TX 76401

Phone:

(254) 965-8633

Fax:

(888) 711-0078

E-mail:

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Getting started with financial planning

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Please feel free to contact us with any questions.

Laying the financial foundation and cultivating the seeds of prosperity for your family tree

Welcome to Allen Financial Management, LLC, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial management. It is my hope that this website will help you gain a better understanding of the financial concepts behind insurance, risk management, investing, retirement, estate planning, and wealth preservation. Most important, I hope you'll see the value of working with a skilled professional to pursue your financial goals and dreams.

I am here to help educate you about the basic concepts of financial management; to help you learn more about me; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often.

If you have any specific questions, please feel free to contact me.

Notes record issuance of municipal bonds and their tax-exempt appeal.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Explains how future tax rules may impact deductibility of charitable donations.

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How much will it cost to pay off a loan over its lifetime?

Use this calculator to estimate how much income and savings you may need in retirement.

Determine whether you should consider refinancing your mortgage.

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck