- Estate Planning
We sell and service policies in the areas of personal, commercial, health insurance and related ancillary lines. We discuss with our customers about how they can manage their risk. Particularly with our commercial and employee benefits insurance customers, we discuss how to use insurance, the resources of our agency and their insurance company to benefit their businesses and to help them grow. For clients of Allen Financial Group – individuals, families, businesses and non-profit organizations – we advise and assist with financial planning and investment management.