About

Rick Allen
Rick Allen has over 35 years of experience in the financial and retirement planning field. He helps clients build, preserve and protect retirement assets.
Rick strives to educate his clients on how to prepare for retirement, minimize the impact of market volatility on their assets and deal with the challenges of increased longevity. Rick believes that a proper financial strategy blends both time proven tactics, as well as guaranteed sustainable lifetime income streams. Rick is also a co-owner of a successful P&C agency. He is blessed to be married to his wife Carol. They enjoy camping, traveling and spending time with their family.