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ALLEN FINANCIAL MANAGEMENT, LLC

Name: Allen Financial Management, LLC
Address: 150 North Harbin, Stephenville, TX, 76401, US
Telephone: (254) 965-8633

150 North Harbin Drive, Suite 420
Stephenville, TX 76401

Phone:

(254) 965-8633

Fax:

(888) 711-0078

E-mail:

caleb@allenfinmgmt.com

Getting started with financial planning

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Contact Us

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.

Newsletters

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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More Newsletters

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

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

Life Insurance

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators