What We Do

We Help People Build Financial Bridges for their Business and their Life

The Frank Allen Financial Group is a specialized, vibrant and focused financial services firm which caters to the unique financial security needs of business owners, professional practitioners and retirees. We recognize that in the lives of Family Business Owners, Professional Practitioners and Retirees, there is an ongoing series of events and transitions; some of these are expected, some unexpected. Virtually all of these transitions will involve both time and money.
The mission of the Frank Allen Financial Group is to help our clients build financial bridges for the transitions in all areas of their businesses and personal lives. We will attempt to ensure that when the ‘wide river’ or ‘deep chasm’ of one’s life transitions occur, a financial bridge is in place to carry them over or around it, safely and securely.

What is a Financial Bridge?



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