SERVICES

Providing comprehensive financial services

Allgen Financial Services Inc. truly takes a client-centric approach to offering its services. We are an independent Registered Investment Advisory (RIA) firm. Our fees for service are competitive, and we spend quality time with each person we meet. We want to take every opportunity to either educate or serve you based on the needs you have.

FINANCIAL PLANNING

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When making financial decisions it is important to first evaluate the different financial areas that relate to your overall financial portfolio. Whether it be : 1) saving for retirement 2) funding a child’s college education 3) ensuring your investments are allocated well or 4) getting rid of debt, we analyze your situation, create a plan for betterment and coach you through reaching your goals.  The road to financial independence begins with taking this first step. To learn more about Financial Planning click here.

INVESTMENT MANAGEMENT

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As active asset managers, we make immediate and prudent decisions ensuring timely changes to your portfolio. This service is advantageous for those who do not want to be burdened with the day-to-day emotions of money management. Our team helps determine what mix of stocks, bonds, mutual funds, gold, ETFs, real estate, is right for you. To learn more about investment management process click here.