Business, like life in general, is all based upon quality relationships. In the fields of financial planning and investments, those relationships are based on trust. Like he does in his personal relationships, Bruce ensures that honesty and integrity are the guiding principles at Bruce G. Allen Investments, LLC. Together, honesty and integrity direct the culture […]
Bruce prides himself on providing insight that educates clients and doesn’t overwhelm them. He makes sophisticated concepts understandable and meaningful to his client. Each quarter, Bruce’s clients get a one-page synopsis of their portfolio’s performance. That’s right, just one page. That is unheard of when it comes to most financial statements, but it is very
Bruce witnessed the population of his hometown lose its financial future when a large employer couldn’t compete and became bankrupt. That shaped Bruce and at first, during his college years, he thought he would pursue a career as a prosecuting attorney. “My goal was always to be an advocate and somebody who believes in being
Bruce is talking more and more with clients who want their money to be invested in companies and funds that are focused on making a positive change. “My clients are choosing to invest with a purpose,” Bruce said when explaining the growing wave of socially responsible investing. “I am grateful to help my clients connect
Year after year, Bruce G. Allen Investments is seeing more and more women who are very engaged in the financial planning process for their futures. Not only do we have clients who have a significant role in the decision making on how their family’s monies are invested, but Bruce G. Allen Investments also works with
Social Security represents an enormous financial asset when we retire. Yet we believe that many investors may not receive strategic advice about when or how to claim their Social Security. Bruce works with his clients to create a game plan that aims to maximize this critical source of income in retirement It all starts with
Initial Consultation: Get-to-know each other To start a relationship with someone regarding something as personal as finances and retirement savings, Bruce invites his prospective clients to his office for an initial, complimentary consultation. Bruce listens to his clients describe their goals and desires for the future. Bruce also details how Bruce G. Allen Investments, LLC
