Allen Financial Management, LLC

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Stephenville, TX
Allen Financial Management, LLC

Comprehensive financial planning and investment services I worked independently with A.G. Edwards & Sons, Inc. A.G.

I receive my greatest enjoyment helping others have clarity with their finances and future so that they may in turn focus on their families, friends, community and charitable endeavors. My passion is to help the families and businesses that have entrusted me with their finances to work toward the achievement of their financial goals. I have spent all of my career and ongoing education continuing t

o improve my processes in investment management and financial planning so that I may better serve my clients with innovative solutions. After completing my Master of Science in Personal Financial Planning, I earned my Accredited Asset Management Specialist® designation in 2006 and continued on to complete the highly regarded CERTIFIED FINANCIAL PLANNER™ designation back in 2008. and learned a vast amount from the perspective of large, institutional money management. years later went on to become Wells Fargo Advisors at which point I decided to branch out to be able to offer more comprehensive financial planning services as well as more investment choices for my clients by founding Allen Financial Management, LLC. I teamed up with the independent broker/dealer Cambridge Investment Research, Inc. so I could have all the back office support to be able to offer:

-Comprehensive and modular (piece by piece) financial planning
-Wealth management
-Investment analysis, recommendations and ongoing management
-Retirement and income planning
-College or education planning -Estate planning and preservation
-Insurance planning

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/23/2026

With oil prices continuing to fluctuate, many are wondering what’s driving the changes and why energy markets seem to impact so many parts of everyday life. Oil is deeply tied to the global economy, so geopolitical events, supply concerns, and market uncertainty can quickly affect businesses, consumers, and financial markets worldwide. Swipe to learn more.

As always, if you have questions about your financial plan or investments, please do not hesitate to contact us. We’re here to help and will continue monitoring market and economic developments closely as conditions evolve.

04/30/2026

As a student, college costs can feel intimidating. However, there are many resources designed to help college-bound students cover expenses. Swipe through for an overview of some support options.

We hope these suggestions are helpful for students or parents planning for college. Otherwise, if you have questions about your financial picture or want to talk about investment strategies, give us a call. We are here to help.

(Content prepared for Allen Financial Management LLC by Levitate)

04/22/2026

Financially planning for college doesn’t have to be overwhelming. There are several financial tools designed specifically to help families prepare. Swipe through for an overview of key options available to parents and guardians.

If college is far off for a child in your life, these savings options can be incredibly helpful when the time comes for them to attend school. In the meantime, however, if you have questions about investing or your financial strategy, don’t hesitate to reach out. We are here for you.

(Content prepared for Allen Financial Management LLC by Levitate)

04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

03/24/2026

You may have heard of mutual funds before, but they’re just one of the many types of financial packaged products. Understanding the differences between these products can help you make informed decisions and may help you build a more diversified investment strategy.

Need help choosing the right mix of investments based on your financial goals, time horizon, or comfort? Call us today for personalized support.

03/17/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

03/12/2026

We have an important question this March: What is your 2026 bracket? No, we’re not talking about those of the basketball variety. Given the emphasis on brackets this month, now can be a great time to review your 2026 federal tax bracket before the year gets too far along.

Understanding where your income is likely to fall can help you plan ahead and avoid surprises. Swipe to learn more.

Curious how these changes might affect your broader financial plan? From retirement contributions to estate strategies, we can help you align your goals with today’s tax landscape. Give us a call today.

03/04/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

02/11/2026

During this month of love, we are sharing a timely reminder: love is priceless, but relationship milestones aren’t. For those in love and on a budget, here is an overview of key relationship costs:

💘 Date night reality check: The average American will spend about $2,279 on dates in a year.
💘 Ring talk: The average cost of an engagement ring in 2025 was about $5,000, with about 33% of Americans spending less than $3,000.
💘 Wedding budget ballpark: The average wedding costs about $33,000 in 2025, with the average cost-per-guest coming to $284.
💘Honeymoon spending: Over the past few years, the average cost of the honeymoon has lingered around $5,000, though the exact cost will depend on the destination and length of stay.
💘Home-buying costs: For many Americans, purchasing a home is a common step after tying the knot. In 2025, the median list price of a home was $405,967.

If you want to discuss an investment strategy to help support these milestones, call our office. We’ll help you make sure your financial picture can accommodate these events.

Address

150 N Harbin Drive, Suite 420
Stephenville, TX
76401

Opening Hours

8:30am - 5:30pm

Website

http://allenfinancialmanagement.com/

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