Services Offered by Michael Allen
The most important part of preparing for the future is protecting it. I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.
Retirement Income Strategies
The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your savings will run out. As a dedicated agent, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
College Funding Plans
Whether preparing to send your first or fifth child to college/university, I can help you begin saving now with: • Preparing for college
Help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes: • Charitable Strategies & Trusts • Life Insurance Trusts • Wealth Replacement Trusts • Life Insurance • Annuities
Schedule a Complimentary, No Obligation Appointment with Michael Allen
Our innovative business model enables entrepreneurs to succeed together through a turnkey system and a commission structure that encourages mentorship and teamwork. Join WFG today and be part of the thousands of independent professionals across the United States helping individuals and families protect what matters most to them.
Frequently Asked Questions
About Michael Allen's Office
5600 Mowry School Rd
, CA 94560
|Day of the Week||Hours|
|Monday||10:30 AM - 7:30 PM|
|Tuesday||10:30 AM - 7:30 PM|
|Wednesday||10:30 AM - 7:30 PM|
|Thursday||10:30 AM - 7:30 PM|
|Friday||10:30 AM - 7:30 PM|
|Saturday||10:30 AM - 7:30 PM|
|Sunday||10:30 AM - 7:30 PM|