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For Individuals and Families

At Allen Trust Company, we understand making financial decisions can be overwhelming. What options are available for college savings? Do I have a good action plan in place for retirement? How can I provide for my family after I'm gone? We work with our clients to help set clear goals, provide guidance and options to achieve these goals, and monitor the actions implemented to meet or exceed their goals.

 

In addition to providing suggestions on the issues covered above, we offer advice on a wide range of financial planning topics. Some of these are listed below:

1. Retirement Planning
2. Distribution Planning
3. College Education Planning
4. Investment Planning
5. Tax Planning
6. Legacy Building and Charitable Contributions
7. Spending Policy and Planning
8. Multi-Generational Financial Education

Our relationships with our clients are highly collaborative and personalized. We meet with them on a quarterly, annual or more frequent basis, depending on their preferences and the complexity of their financial plans. We also have an in-house team of experts available to answer client questions from the relatively simple to the much more complex, in areas as diverse as trust administration to strategic asset allocation.

 

Our coordination efforts go beyond our clients and their families to our clients' other advisors. We employ a team approach with our clients' estate planning attorneys, accountants, insurance agents, and other professionals, as necessary. Our overriding goal is to provide suggestions leading to the best possible outcomes for our clients' plans using a thoughtful, seamless and stress-free approach.

 

"fiduciary one that stands in a special relation of trust, confidence, or responsibility to others." Webster

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