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Allen Financial Advisement

4275 Executive Square Suite 200
La Jolla, CA 92037

Phone:

858-964-2309

Fax:

858-964-2301

E-mail:

Michael@allenfinancialadvisement.com

Devynne@allenfinancialadvisement.com

Financial Advice with an Educational Emphasis

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What is Financial Advisement?

It is the process of providing careful consideration to the matters that affect you the most; your finances. We ask the necessary questions that will help guide you down the most appropriate path to meeting your financial objectives. We then provide the knowledge and expertise to help you make an informed decision that is in the best interest of you and those that matter most to you; your loved ones.
No one knows you better than you. Why not get the best information to obtain the products and services that are tailored to fit you and those important to you?

Michael A. Allen, FRC, ChFC, MBA

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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Newsletters

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

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

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Calculators

Home Affordability

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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