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Planning for your future is difficult because it’s impossible to predict what will happen tomorrow. At Allen Associates, we don’t predict the future, but we do help you plan for it with comprehensive financial planning products, offered through Lincoln Investment, that prepare you for whatever comes next.

Allen Associates offers a full slate of programs:

  • Investment Services
  • Professional Money Management
  • Mutual Funds & ETF’s
  • Variable & Fixed Annuities
  • Retirement Planning
  • 403(b), 403(b)(7), 401(k) & 457 Plans
  • College Planning – Section 529
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Contact an Advisor

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Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.  Allen Associates, Lincoln Investment and Capital Analysts are independent, and non-affiliated.

Lincoln Investment Corporate Office:
601 Office Center Drive, Suite 300, Fort Washington, PA 19034

Check the background of broker dealer or advisor on FINRA’s BrokerCheck.

Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission, and Lincoln Investment is registered as a broker-dealer in all 50 states. Lincoln Investment, Capital Analysts and their Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

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