Review of Accounts

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248.572.4731

Mr. Kenneth Allen, President of our firm will review you account, or cause your account to be reviewed, on a monthly, quarterly, semi-annual or annual basis. You are responsible for keep us informed on any changes in your financial situation, goals or investment objectives that could impact the services or recommendations provided by us.  Our reviews are designed to ensure the services provided to you are consistent with your stated investment needs and objectives.

Additional reviews may be conducted based on various circumstances, including, but not limited to:
•    at your request,
•    contributions and withdrawals,
•    year-end tax planning,
•    market moving events,
•    security specific events, and/or,
•    changes in your risk/return objectives.

We may provide you with additional or regular written reports in conjunction with account reviews. The reports are designed to update appropriate sections included in your original financial analysis. The reports we provide to you may include any or all of the following: financial statement, tax and cash flow projections, insurance coverage, investment portfolio statistics and results as well as other information that could be relevant to your individual situation. You will receive trade confirmations and monthly or quarterly statements from your account custodian(s).

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.