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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

I've made it easier than ever to start the financial planning process

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.

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much would your monthly lease payment be?

Estimate the future value of your current savings.

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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