Financial Tune Up

Giving You Strategies For Your Financial Success

Financial Tune Up

Take Control of your Financial Wellbeing!

Are your finances a mess? Not sure if you are on the right track for retirement but you don’t want to sign up for a comprehensive wealth management service?

Financial Tune Up Service

Our comprehensive financial tune up service is for you. It is a one time service designed to provide a thorough review of your current financial condition in the areas of retirement planning, estate planning, tax planning, insurance planning, college planning, and investment planning.

We look for missed planning opportunities to maximize your wealth and minimize your taxes. Specifically, we review your tax returns for missed opportunities; we provide advice on how to re-align your investment portfolio to match your risk profile; we review your current estate plan to make sure you have the proper legal documents in place; we analyze your current insurance policies from life insurance to property & casualty insurance to see if you have enough coverage; we review your current college savings plan to see if you will meet your savings goal; and we review your current retirement savings plan to see if savings levels and types are correct.

How it Works

Unlike out Wealth Management service you do not need assets under management, nor are you required to have a specific net worth. This is a one time service offered on an hourly fee basis (Fees for this service range from $800 to $1,500).

To start we provide a checklist of required documents and an organizer asking for other pertinent information. Our first meeting will review these documents and go over the organizer information. We will also establish goals and objectives during this meeting.

The second meeting, usually 2-3 weeks later, will review the findings and provide you specific actionable steps to achieve your long-term goals and objectives.

Call today to schedule an appointment and for your Financial Tune Up organizer.

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Allen & Allen LLP - A CPA & Wealth Management Firm
3430 Robin Lane, #4
Cameron Park, CA 95682
P: (800) 850-4435
F: (530) 672-9725
noellecpa@allentaxes.com - mark@allentaxes.com

Office Hours:
Monday to Friday 8:30am - 5:00pm

"In accordance with IRS Circular 230, the information on this Web site is not intended or written to be used, and cannot be used as or considered a covered opinion or other written tax advice and should not be relied upon for the purpose of avoiding tax-related penalties under the Internal Revenue Code; promoting, marketing, or recommending to another party any transaction or tax-related matter(s) addressed herein; for IRS audit, tax dispute or other purposes"

Mark Allen is a registered representative and investment advisor representative offering securities and investment advice through Transamerica Financial Advisors, Inc., a registered broker/dealer and investment advisor, Member FINRA & SIPC. Transamerica Financial Advisors, Inc. does not give tax or legal advice.