Business Consultants & Certified Public Accountants
Allen Provides guidance to clients to help enhance wealth opportunities, determine long term goals for transitioning into retirement and create integrated, custom financial plans to achieve these goals.
Expertise –
A partner in SG Wealth Management Group since its inception, Allen has vast knowledge and experience in public accounting as a CPA, and is a licensed registered representative. Allen concentrates his investment practice on planning for his small business and non-business clients, bringing more than 35 years of business experience and tax knowledge to assisting his clients in achieving their financial goals.
Holds securities, investment advisory and insurance licenses