What We Do

Our Mission

Allen Financial Group was founded to help ensure that individuals and small businesses in the greater Hartford county have access to effective financial strategies and resources. Our mission is to help our clients to ascertain their current and future needs, access their risk tolerance, and build and maintain a plan to help reach their goals. The Allen Financial Group strives to build, protect, and preserve assets through risk management*.

Our Firm

The Allen Financial Group is determined to provide exemplary advice, education, and customer service; and simultaneously focus on business development. We will seek clients for whom we can become an advocate for every major life decision. Whenever a client is in need, we hope to be their first contact for trusted advice and assistance. If life is all about who you know, it could be beneficial to know us.

Our Process

We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. We will work with you to:

  • Review your individual situation and personal objectives. We want to get to know you and the things that really matter to you. What are your hopes, dreams and objectives?
  • Analyze and review your needs. Once we know your objectives, we can begin to prioritize them. This will start the process of setting obtainable goals and realistic timelines.
  • Develop and implement a strategy to help you achieve your goals. Once we have set your goals and deadlines, we will build a detailed plan to help reach them.
  • Coordinate your financial activities. All aspects of life coincide with your financial plan, including legal, tax related, and major life or household purchases. We can help make sure that all the pieces of the puzzle fit together.
  • Monitor progress; provide ongoing service as your needs and situation change over time.
  • Planning is not a one-shot deal. When there are unexpected bumps in the road, we will be here to help manage the immediate impact and make any long term planning adjustments. Whatever life brings, we are here to help.

Want to know more? Contact us by phone at 860-298-1006 or email us.