Broker Check

405 Public Square
Suite 235
Troy, OH 45373

Zachary L. Allen

937.552.9719

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! When the Unexpected Becomes Reality

The Allen Financial Group, LLC (AFG) is a wealth management firm serving medical professionals, executives, and business owners, right here in the Miami Valley and beyond. For nearly a decade, AFG has successfully managed business and individual portfolios to maximize the investments and future wealth of clients.

AFG specializes in:

  • Executive benefits
  • Succession planning
  • Group benefits
  • Income protection, including life and disability insurance coverage
  • Student loan reduction and budget management for medical residents
  • Retirement income maximization and portfolio management

Helpful Content

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Please Leave Home Without It

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How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Uncommon Knowledge for Your Life

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Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Saving for College 101

Here’s a crash course on saving for college.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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