Wachovia Securities
Allen Wealth Management Advantage

Allen Wealth Management of Wachovia Securities is dedicated to help build and preserve wealth for clients by identifying quality equity and fixed-income investments and structuring portfolios to maximize wealth and protect capital. Financial Advisors William and Jonathan Allen combine over 30 years of experience in the financial industry to offer a distinctive blend of asset-management services and sound investment counsel to help clients achieve their financial goals.

Since 1969, Bill Allen has been dedicated to serving his clients' investment needs, and he established Allen Wealth Management in 1998 with his son, Jonathan.

Our clients' success is our success. More...


SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of AR, AZ, CA, CO, DC, DE, FL ,GA, HI, IN, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, VA, WV and WY. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than NJ, NY and PA.
The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Wachovia Securities does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that might have tax consequences.
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Check the Volume

6.5 billion shares of stock changing hands in a single day sounds like a lot - but is it? How would you know? Why would anyone care?

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

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