Welcome to Allen Financial Wealth Management
Driven solely by our client’s success, our focus is to create comprehensive and effective wealth management strategies, personalized to the unique financial needs of each client. We pride ourselves on being free from ties to banks, Wall Street brokerage houses or proprietary products producers.
Timothy M. Weiner, ChFC is an independent professional of Allen Financial Wealth Management. Tim delivers unbiased financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. Tim offers the benefit of his experience, education, and professional training to help you work towards your personal financial goals.
Timothy M. Weiner, ChFC has more than 20 years experience in the investment business and is the founders of Allen Financial Wealth Management. Tim has served clients through good markets and bad, through economic booms and recessions.
Integrity is the cornerstone of Tim’s approach to financial planning. He seeks to put clients first in all aspects of his business. That approach begins at your first meeting, where he will get to know you, your investment goals, preferences, and your attitudes towards risk.
The Wealth Vision Process Videos:
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Five creative (and inexpensive) ideas for motivating your employees.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How long does a $20 bill last?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Agent Jane Bond is on the case, infiltrating the world of bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?