Allen began to work on tax strategies for the Clergy over 20 years ago, and transitioned to a specialized practice in this area in 2014. As a strategic planner, Allen is expert at developing strategies to help clients keep more of their hard-earned dollars. Other services he provides include Financial Management and Risk Mitigation through effective use of insurance products and other security products. Allen is noted for his ability at simplifying complex tax and financial concepts and presenting them to clients in easy to understand terms.