Broker Check

Tools To Lead You To Wealth Building Goals

Tools To Lead You To Wealth Building Goals

The Allen-Kramp Wealth Management team combines decades of experience and expertise with proven financial tools to formulate customized wealth-centric plans for each family we serve. Whether your need is for a comprehensive retirement-focused strategy or a strategic plan to pass on what you’ve earned to future generations, we offer the services and expertise to help you protect and grow your wealth.

Tax Strategies

  • Review of your tax return for possible tax saving strategies
  • Incorporate new tax law changes as needed
  • Consult jointly with your tax preparer, upon request
  • Educate regarding tax efficiency

Investment Planning

  • Review your investments and design a personalized portfolio
  • Continual monitoring of your investments
  • Periodic reviews to update your finanical goals and reallocate your portfolio, as needed
  • Independent fiduciary advice and guidance on advisory accounts
  • Recommendation on outside assets, such as 401(k)s

Charitable Strategies

  • Discuss charitable giving in such a way that your heirs and the foundations you give to both have the opportunity to flourish.

Insurance Oversight

  • Review all current insurance policies
  • Assist in verifying medical coverage
  • Evaluate Medicare Supplement, Long Term Care, Disability and Life Insurance needs
  • Provide customized insurance solutions

Estate & Family Wealth

  • Review your current estate plan
  • Participate in join meetings with your attorney, upon request
  • Assist in transferring assets to your Living Trust or other trusts
  • Provide guidance upon the death of a loved one
  • Business exit strategy planning

Retirement Income Planning

  • Review all current insurance policies
  • Assist in verifying medical coverage
  • Evaluate Medicare Supplement, Long Term Care, Disability and Life Insurance needs
  • Provide customized insurance solutions

Sign Up For Our Quarterly Newsletter

Thank you!
Oops!

Our Team

Our team of professionals combine decades of experience and expertise to formulate an understanding of your situation to help you reach your goals.


Meet Our Team

Contact Us

Think we'd be a good fit? We'd love to meet you to learn about your financial goals and desires. We're located in the heart of downtown Findlay. Reach out if you'd like to know more. 


Contact Us

About Us

As an independent firm, we prioritize avid listening to ensure that your goals and wealth can be easily preserved, upheld and enjoyed now and in the future.



About Us

Photos courtesy of Visit Findlay! & Pahl Photography, LLC.