Retirement Investment Advisors » Company News

2010 Corporate 5k Race - Orlando, Florida

Allgen Financial — Sat, 06 Mar 2010 14:11:25 +0000

Allgen Financial Services, Inc. will be sponsoring a team for the 2010 Corporate 5k run in Orlando, Florida on April 15, 2010. The race begins at 7:15pm at Lake Eola. The Allgen Financial team will be meeting at the Allgen Financial Services, Inc. corporate office on Lake Eola (301 E. Pine Street, Suite 150) at 6:00pm. For those who are participants on other teams, come to our corporate office on April 15th before the race to receive a free gift.

The first 6 people that join the Allgen Financial team will have their entry fee paid for by Allgen Financial Services, Inc. Also, anyone who joins the Allgen Financial team will receive a T-Shirt for the race, and a care packet.

Paul Roldan says, “We know tax time can be a stressful time for most people. Therefore, we want to offer our community a way to release that stress. The 2010 Corporate 5k is ideal for having some fun on an unpleasant day.”

For more information and to register, please contact Kathryn Hite.
Kathryn Hite will be Allgen Financial’s team captain. She can be reached at hite@allgenfinancial.com or (407) 210-3888.

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Orlando Magic Game: Join Allgen Financial & Priority Associates

Allgen Financial — Thu, 29 Oct 2009 10:56:51 +0000

In an effort to support Priority Associates and support our community, Allgen Financial Services, Inc. would like to invite you to join us and other members of our community for an evening at the Orlando Magic game on November 16th.

The Orlando Magic has made tickets available to Priority Associates as a fundraiser. On Monday, November 16, the Orlando Magic will face off against the Charlotte Bobcats at Amway Arena.

For each ticket that you purchase, all money will go towards Priority Associates, a nonprofit organization serving the business community in Central Florida. You will also receive five raffle tickets towards a drawing for tickets to a future Magic Game.

Come out for a good time and invite your friends and family members as well! We hope to see you on November 16th.

Monday, November 16 at 7:00 PM
Discounted Price: $25/ticket

For further information contact:
Jason Howell
jhowell@ipriority.com
321-229-5703

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Hiring Colonial Brokerage Investment Representatives

Allgen Financial — Sat, 26 Sep 2009 19:08:04 +0000

If you were a Colonial Brokerage Investment Representative, please contact us to discuss the potential of becoming an Investment Advisor Representative for Allgen Financial Services, Inc.

Please contact and send your resume to:
(407) 210-3888
advisors@allgenfinancial.com
http://www.allgenfinancial.com

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Major Changes at Charles Schwab Institutional

Allgen Financial — Thu, 25 Jun 2009 17:56:32 +0000

Orlando, FL, June 25, 2009 - Starting July 1st, 2009, Schwab will waive commissions on electronic equity trades and reimburse transfer of account fees charged by contra brokers until June 30, 2010 if you are new-to-Schwab and Allgen Financial Services, Inc. You must open an account by the end of this year.

What does this mean for you?
Allgen custodies its clients’ accounts at Schwab Institutional. As we actively manage your investments, there will be no fees charged by Schwab for any trades conducted on your account for one year. This can mean significant savings for you. Depending on the size of the account and amount of trades, you could save thousands of dollars. In addition, you will be reimbursed any fees for moving your account to Allgen Financial Services, Inc. & Schwab from another institution. This makes it a great opportunity to consider moving your account over to us since this offer will most-likely only be available for a limited time.

If you would like to learn more about this offer, and/or consider moving your account over to Allgen Financial Services, Inc., please contact us today at: (407) 210-3888 or toll-free 1(888) 6ALLGEN (625-5436).

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Kathryn Hite Joins Allgen Financial Services

Allgen Financial — Tue, 05 May 2009 19:33:23 +0000

We are pleased to announce Kathryn Hite as the latest addition to the Allgen Financial Services’ financial advisory team. Kathryn joins Allgen Financial Services, Inc. after five successful years as a Regional Leader with Primerica Financial Services, Inc, one of the largest personal financial services firms in the world. Kathryn brings a background of expertise in life insurance, debt consolidation, mutual fund investment, variable annuities, and long-term care insurance to Allgen’s retirement asset management practice.

Kathryn is a graduate of Transylvania University in Lexington, Kentucky where she earned a Bachelor of Arts degree with dual majors in Accounting and Computer Science. Kathryn began her career as an internal auditor and held various positions throughout her career including Y2K Technology Project Vice President for AmSouth/Regions Financial Bank.

Senior Partner Paul Roldan said, “We are excited about having Kathryn Hite on our team. She provides a great blend of strong analytical skills and practical solutions to those in need of financial planning and investment guidance. Our future looks even brighter with Kathryn as a member of our team.”

Kathryn can be reached at (407) 210-3888 or hite@allgenfinancial.com.

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Stocks Breaks into Two Month Highs

Allgen Financial — Fri, 03 Apr 2009 00:55:39 +0000

The stock market had a positive day today in response to a few piece of positive news. The Financial Accounting Standards Board loosened the mark-to-market accounting rules which some say have severely hurt banks over the last year. Plus, Factory Orders came out better than expectations which increased optimism. The last piece of significant news today was that the European Central Bank cut its interest rate target.

From a technical perspective, the NASDAQ (chart below), which has been the leading index in the recent rally, hit two-month highs today. The NASDAQ is commonly believed to be a growth index. It broke above the resistance of 1600 and is approaching the next area of resistance its Jan. highs at 1665. Volume was robust which makes the move more significant. The recent rally has shown some bullish characteristics: Upward moves in the market have been on increasing volume and pullbacks have been on lighter volume. That means major market players (Pension, Mutual, and Hedge funds) are participating in the market more on the upside and when the market sells off it does so with less selling pressure.

Historically when the stock market comes out of a bear market the leading sectors will usually be growth oriented sectors. The stock market being a forward looking mechanism will anticipate what lies ahead and if you are currently in an economic contraction the next part of the cycle will usually be an expansion. Growth stocks usually perform well with the perception of upcoming expansion in the economy, thus if growth sectors lead it’s usually a bullish sign. Some of the growth sectors that have recently broke into new 4-month highs are Technology (chart below), Retail (chart below), Semi-conductors, Telecommunication and Internet Commerce.

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Allgen Featured in Orlando Sentinel: Relationships on Twitter

Allgen Financial — Fri, 06 Mar 2009 16:18:22 +0000

Allgen Financial Services has recently received a significant amount of press for its innovative approach to fostering relationships with its clients and members of the business community by using social media such as Twitter.

“As a retirement investment advisory firm, we are on the cutting-edge in our thinking and approach to relationship connectivity. We have our finger on the pulse for how individuals and businesses are communicating with each other in 2009,” said James Zimbardi, Senior Partner at Allgen Financial Services, Inc.

The latest article published has been written by Beth Kassab of the Orlando Sentinel. She has been carefully tracking the value of Twitter in the marketplace for the last few months.

Full Article: Not yet aflutter for Twitter, but getting there

Beth Kassab | Business Columnist | Orlando Sentinel

Allgen on Twitter: http://twitter.com/AllgenFinancial

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Allgen Featured in Wall Street Journal for Social Networking

Allgen Financial — Tue, 03 Mar 2009 07:38:52 +0000

Allgen Financial Services, Inc. was recently featured in a Wall Street Journal article for its social networking efforts. The story was written by Kristen McNamara and is titled “PRACTICE MANAGEMENT: Financial Advisers Step Up Communication”.

Please read the article by going to wsj.com:
http://online.wsj.com/article/BT-CO-20090302-709429.html?mod=

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In a Career Transition Due to a Job Layoff?

Allgen Financial — Fri, 06 Feb 2009 00:30:30 +0000

If you currently experiencing a disruption in your career, Allgen Financial Services, Inc. has a Toll-Free Hotline at (888) 625-5436 for you to use in order to discuss your specific career and financial situation with a professional financial advisor.

Because so many people are experiencing job layoffs, Allgen has setup a hotline to make the job transition easier by offering advice on how to best make any necessary financial transitions. Your initial consultation is complementary, and is designed to help answer any financial questions you may have.

Allgen Financial Services also has established an RSS feed providing retirement financial information. The feed can be found at http://www.allgenfinancial.com/financialnews/feed. This feed is designed to provide critical information about the economy, financial market conditions, and Allgen’s investment strategy.

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Financial Services & Advisors at The Villages, Florida

Allgen Financial — Sun, 18 Jan 2009 23:06:59 +0000

Allgen Financial Services, Inc. (www.allgenfinancial.com) serves individuals and couples at The Villages in Florida. Despite the economic downturn in 2008, Allgen continues to grow. In 2009, Allgen plans to have a greater presence at The Villages, Florida. “We are excited to continue serving individuals and couples retiring in Florida’s premier lifestyle communities,” said James Zimbardi a Senior Partner at Allgen Financial Services, Inc.

As a fee-only investment advisory firm, Allgen is able to serve current and new home owners at The Villages with objective retirement investment advisory services. Allgen custodians its client’s assets at Charles Schwab Institutional.

With 80+ million baby boomers retiring and moving to communities like The Villages, there is a critical need for retirement planning and investment advisory services. In addition, investment advisory services tend to play a more important role when investors are uncertain about market conditions. Since many major financial institutions are making significant cuts and layoffs, independent firms like Allgen are benefiting. It is able to demonstrate bigger is not necessarily better. More and more people are reaching out to Allgen because they have lost their advisor, or they are unsatisfied with the level of service they are receiving in these current market conditions.

Allgen specializes in retirement asset management for both individuals and businesses. It serves business owners, high-net-worth individuals, individuals in career transition, and retirees.

For professional investment advice:
Allgen Financial Services, Inc.
888.6ALLGEN (888) 625-5436
advisors@allgenfinancial.com
www.allgenfinancial.com

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