Allen Financial Planning Services
Daniel S. Allen Financial Planning Svcs

an office of MetLife
Daniel Allen CLU, ChFC, LUTCF, CLTC
Sr. Financial Planner
Sr. Financial Services Executive

Welcome! What, exactly, is "financial planning?" There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider "financial planning" to be more than spreadsheets and time tables. As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. I will work with you to help you determine what's important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor.

I am licensed and registered to offer products and services in [MA, NH, VT]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

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