David R. Allen, CFP(r)

Are you a healthcare professional age 50 plus? Are you looking for a simpler, more efficient, and smarter retirement planning process? With my JourneryGuide software, you can input your financial data in approximately 30 minutes, then upload it to me. We will then schedule a complimentary Zoom review, which I can provide due to the efficiency of your data input. My software does the calculations and determines if there are any financial gaps or concerns in your retirement plan. If so, using my interactive process, we can evaluate various "What if" scenarios, to determine how to put your plan on track for success.

If you don’t know if your retirement plan is on the track you desire, when would you like to know?

You can evaluate a relationship with me by clicking the link below and watching the short video.

Learn How to Create a Smarter Retirement Plan. WATCH NOW.