David C. Allen, Sr.

Financial Professional, ChFC®, LUTCF®

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

It's not wealth one asks for, but just enough to preserve ones dignity, to work unhampered, to be generous, frank and independent.

About David C. Allen, Sr.

About David C. Allen, Sr.

EDUCATION: Graduate, The American College, Chartered Financial Consultant; Fellow, Life Underwriters Training Council; Training Certified, Prudential Special Needs Solutions for All Ages Program

PERSONAL: U.S. Navy Veteran (1976-1980); Board Member, Austin Chapter NFL Alumni; Volunteer, Center for Child Protection, Austin, Texas; Volunteer, CASA of Travis County

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

Owner

Allen Financial Services

June 1982 - Present | Austin, TX

Member

Society of Financial Services Professionals

December 1999 - Present | USA

Member

National Association of Insurance and Financial Professionals

December 1982 - Present | USA

Member

Million Dollar Round Table

December 1994 - Present | USA

The Prudential Difference

  • Variable Annuities: AL, AR, CA, FL, GA, IL, MI, MO, MS, NC, NJ, NY, OH, PA, TN, TX
    Securities License: AL, AR, CA, CO, FL, GA, MI, MO, MS, NY, OH, PA, TN, TX, VA
    Variable Life Insurance: AL, FL, GA, IL, MI, MO, MS, NC, NJ, NY, OH, PA, TN( AR License #557698)( CA License #0E88108)(TX License #1006197)
    Fixed Annuities: AL, CO, FL, GA, IL, KS, MI, MO, MS, NC, NJ, NY, OH, PA, TN, VA( AR License #557698)( CA License #0E88108)(TX License #1006197)
    Life Insurance: AL, CO, FL, GA, IL, KS, MI, MO, MS, NC, NJ, NY, OH, PA, TN, VA( AR License #557698)( CA License #0E88108)(TX License #1006197)

David Allen is associated with the Greater Texas Financial Grp Office, 1233 West Loop South, Suite 1100, Houston, TX, 77027-9111, Managing Director: Ramesh Raj, Phone: 713-960-5081. David Allen offers insurance and securities products and services as a Registered Representative of Pruco Securities, LLC (Pruco). The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. 1-800-201-6690

Check the background of this investment professional on FINRA’s BrokerCheck.