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Protect yourself from catastrophy!

Insurance planning is critical to the security of your net worth and retirement.  We will review all of your current insurance policies and look for gaps in coverage.  We will then make recommendations on changes in coverage and needed coverage.  Types of insurance we will review are:

 

  • Property & Casualty Insurance
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Annuity Analysis (if applicable)

Allen & Allen LLP is not owned by any insurance company, therefore we provide objective information to you so you can make an informed decision about your insurance needs. 

 

Among the insurance products & services we offer:

 

  • Life Insurance (Term, Whole & Universal Life products)
  • Long-Term Care Insurance
  • Fixed and Index Annuities
  • Disability Insurance

Call or Email today for your FREE Insurance Analysis. 

For a comprehensive list of our services click here.

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.