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248.572.4731

We are not required to provide financial information to our clients because we do not:

•    require the prepayment of more than $1,200 in fees and six or more months in advance, or
•    take custody of client funds or securities, or
•    have a financial condition that is reasonably likely to impair our ability to meet our commitments to you.

ALLEN FINANCIAL MANAGEMENT
1120 S. Lapeer Road, Oxford MI 48371
248.572.4731
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Our Mission is to To provide our customers superior financial planning and investment management services, fostering opportunities for wealth and portfolio growth, while providing potential for social and economic returns for our clients.