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.

Investment Insights


Allen Wealth Management Team

8888 Keystone Crossing
10th Floor
Indianapolis, IN 46240

877-376-4783 fax

Clifford Dana "Cliff" Allen

First Vice President Wealth Management
Kimberly Lynn "Kim" Durnil

Senior Client Service Associate
Account Login
Remember me

First-Time User
Enroll Now
View Mailbox

Market Update

Year Ahead 2013
Cashin on the Markets
Top of the Morning Podcasts