Investing can be a complex and challenging endeavor, but it doesn’t have to be. A successful and sustainable investment strategy can be made simple by maintaining a balanced and informed approach to investing.
At our firm, we help clients navigate the ever-evolving financial landscape by providing them with the necessary tools and perspectives to make well-informed decisions. We believe the goal is not only to achieve long-term growth, but to also enjoy the journey in the process.
Our definition of true wealth includes three essential components: financial security, freedom to choose how you spend your time, and achieving personal fulfillment and peace of mind.
While the definition of true wealth may vary from client to client, the key to success remains the same – the ability to change ingrained beliefs and behaviors towards investing that may not have been effective in achieving financial goals in the past.
We work with clients to identify and overcome any limiting beliefs or misconceptions they may have about investing, and we help them develop a disciplined strategy for achieving their financial objectives. Whether it’s meeting essential needs in life or creating a legacy of multi-generational wealth, we believe that anyone can attain their financial goals with the right mindset and a comprehensive, personalized financial plan.
At G. Allen Financial, we use a total return approach to wealth management that prioritizes managing to your cash needs first. Our bottom-up strategy ensures that we take an all-inclusive view of your financial situation, considering your unique circumstances, whether you are in the accumulation phase of life, the spending phase, have a multi-generational focus, or have received a financial windfall.
We understand that adopting this approach may require a paradigm shift for most individual investors, and that’s why we take the time to educate and inform our clients at every step of the way. We believe that a well-informed client is a more empowered client, and we want you to feel confident in your investment strategy.
As our clients develop familiarity with our process, we observe that they become increasingly reassured, embracing the benefits of long-term compounding, and becoming less influenced by the short-term effects of market volatility. Our approach requires patience, and we appreciate working with clients who have a grounded perspective on the disciplined effort required to stay the course and achieve long-term results. By designing custom wealth strategies that fit your unique circumstances, we strive to help you achieve your financial goals with confidence and peace of mind.
To deliver exceptional service, we intentionally limit the number of clients we take on, allowing us to devote our full attention and resources to each individual. As stated in the fine print, the minimum assets under management to any new client engagement is $750,000.
While our home and hearts are headquartered in Santa Fe, New Mexico, we take immense pride in our ability to deliver this ultra-focused service philosophy to clients located across the U.S. and abroad. We are always available to travel to meet with clients in person, should their needs require it, in addition to providing communication via phone, virtual meetings, and email.
To maintain our firm’s independence and objectivity, we continually invest in technology platforms and tools that reinforce this flexibility. By leveraging technology, we can ensure that our clients have access to the latest information and policies to help them make informed financial decisions, regardless of their physical location.