Retire from work—not life



Allen Wealth Management Team

It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. Their partnership becomes even more important during periods of life transition–particularly retirement. That's because you may be retiring from work, but life after 65 opens up brand new possibilities and choices. Whether you are considering a unique business venture, going back to school or charitable pursuits, we would like to help you manage those choices by providing you with the financial guidance and resources you'll need to embrace your future with confidence.



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Allen Wealth Management Team

8888 Keystone Crossing
10th Floor
Indianapolis, IN 46240
317-816-1840
800-469-4639
877-376-4783 fax
Contact Us get directions


Clifford Dana "Cliff" Allen
First Vice President Wealth Management
Kimberly Lynn "Kim" Durnil
Senior Client Service Associate
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