Broker Check
Hal Allen

Hal Allen

President and CEO

" Successful investing can be counter-intuitive. Emotions cost money; discipline makes money.”

Hal has been in the financial profession since 1985, helping families, individuals and small business owners manage their wealth.

He concentrates in retirement planning, lifetime income/preservation and estate planning.

With over three decades of experience, Hal has the understanding to rationally guide his clients through the emotional turbulence of economic uncertainties.