Allen is a Certified Financial Planner with the Certified Financial Planner Board of Standards, Inc. He advises individuals, employers, civic and charitable organizations regarding technical financial and regulatory matters relating to retirement planning, life and health insurance benefits, principles of investments, risk analysis and return computations. He analyzes options and provides suitable alternatives from a wide range of securities to include diversified mutual funds, professionally managed accounts, fixed and variable annuities, alternative investments, individual equities and fixed income investments. He provides guidance and implementation on estate, college, business, tax and retirement planning.