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Financial Planning & Investment Management 

For people in all walks of life

Retirement Planning. Investment Planning. Investment Management

Contact Us

kenny@afmwealth.com

Kenny Allen - President
Susan Haworth - Vice President
Sophie Allen - Administrative Assistant

susan@afmwealth.com

sophie@afmwealth.com

866.207.3536

A. Advisory services are provided by Allen Financial Management. Allen Financial Management is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from

registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability.

B. All investment strategies have the potential for profit or loss. There can be no guarantee that investment goals will be achieved, and there can be no assurance that any specific investment or strategy will be profitable.

C. Different types of investments involve varying degrees of risk. Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.

D. This website is a publication of Allen Financial Management. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

E.Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

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