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AWS Team

Allen Wealth Strategies Team

Our clients place their trust in our team to deliver customized solutions to address their unique needs. Through the power of partnership, we leverage the collective experience and the insight of our entire team to build on today's wealth and to help deliver tomorrow's financial confidence. We believe we set ourselves apart from other financial services firms by simplifying the process for our clients.

Our team of experienced professionals brings knowledge and expertise across multiple disciplines to clients and business owners.

Our Central Values

  • Respect: Every day at Allen Wealth Strategies begins and ends with respect for the clients we serve. We strive to cultivate long-term relationships and pledge to always fulfill our commitments to you.
  • Integrity: The morals we hold within keep us committed to the exceptional service we provide to you.
  • Character: We value exceptional service and open communication within our organization.
  • Honesty: We are committed to providing acts of fairness, sincerity and truthfulness.

We believe we set ourselves apart from other financial services firms by simplifying the process for our clients. Our well-orchestrated approach is to develop an effective, comprehensive strategy to help preserve your wealth and create lasting relationships with multiple generations of our clients.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Qualifications

Allen Wealth Strategies was a member of John Hancock Financial Network and VantagePointe Financial Group for over 20 years before transitioning to Royal Alliance in November of 2018. The average experience of our associates is 20 years, with combined experience of over 80 years.

Representatives affiliated with Allen Wealth Strategies are proud to have qualified for 12 ACE (Achieving Client Excellence) awards to date, which honors the leading financial professionals and advisors across the national John Hancock Financial Network.

Our associates are credited with 14 MDRT awards (Million Dollar Round Table). MDRT is the Premier Association of Financial Professionals, comprised of the world's leading life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.

*ACE (The Achieving Client Excellence Award) -  was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients evaluation. 

**MDRT (Million Dollar Round Table) - Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

We Have the Tools and Background to Provide the Services That May Fit Your Needs

At Allen Wealth Strategies we will help you navigate through each phase of your financial life, measure your progress at each milestone and arrive at retirement with clarity. We do not have a “boilerplate” formula that allocates all of our clients’ funds in the same combination of companies. We take into consideration your income needs and your tax requirements. What is good for another client is not necessarily appropriate for you.

At Allen Wealth Strategies we will work with you towards achieving your financial goals. 

At Allen Wealth Strategies we will help you navigate through each phase of your financial life, measure your progress at each milestone and arrive at retirement with clarity. We do not have a “boilerplate” formula that allocates all of our clients’ funds in the same combination of companies. We take into consideration your income needs and your tax requirements. What is good for another client is not necessarily appropriate for you.

Navigating your financial future is our ultimate goal.

Our Knowledgeable Team Provides A Distinct Advantage

Allen Wealth Strategies brings years of tenure and diverse professional experiences to bear on (y)our behalf. The combination of these top minds, representing a diverse set of professional backgrounds and experiences will help support you with customized solutions. We can help you reach your destination, in your time frame and on your terms.

Our Team Understands That Each Client Is Unique

It’s overly simplistic to say that each individual has different financial needs; different values, beliefs, relationships and goals. Allen Wealth Strategies knows that. That’s why our focus in dealing with clients is in more deeply and clearly understanding those needs, values and beliefs. In each journey with our clients, ours is an ongoing conversation.

We Value The Independence We Exercise On Your Behalf

Having the independence to select from top quality product providers across a broad universe gives Allen Wealth Strategies a distinct advantage. That independence means having the freedom to choose the investment platforms, managers, and products that fit your needs. We have no conflicts of interest, Period. The vehicles we help you select are aligned with your goals and with your destination in mind.

We Know Your Needs Come First

The success Allen Wealth Strategies has achieved is due first and foremost to our commitment that, above all else, your needs comes first. We learned early on in our journey that your success equals our success. We are proud of what we have helped our clients achieve during their journeys. We look forward to helping to navigate yours.