The Allen Financial Group, LLC. S Plum St, Troy

Zachary and his team at The Allen Financial Group did an excellent job of setting my family and business up properly for years to come. My wife and I were able to experience an efficient, no cost "Financial MRI" of sorts that was very interactive only took 30 minutes. From there, we were able to see in both a visual and detailed manner how to improve our income protection, monthly cash flow, proper placement of assets, as well as the best way to attack bad debt and keep good debt. Additionally, when we completed the personal side of our planning, we able to go in to my business and look at the best way to structure retirement plans, executive bonuses, employee benefits, buy/sell planning, and business transition planning. I would recommend this process to W2 employees and business owners as well. The clarity I have in my financial picture has allowed me to focus on what is truly important to me going forward; taking care of my family and growing my business.

We've been working with Zach for almost 10 years and have nothing but great things to say. He knows his product and is invested in his customers best interest. We've referred him and will continue to do so!