Allen Mueller
Founder of 7 Saturdays Financial 🏔️ • We help high-performers retire with confidence
- Role
- Director of Financial Planning at 7 Saturdays Financial
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Allen Mueller
Hey! I\'m Allen, founder of 7 Saturdays Financial.Our team specializes in helping pre-retirees and retirees make the most of their \"7 Saturdays a week\". We\'re known for expertise in areas like retirement income planning, strategic tax planning, and tax-smart investment management.We currently serve ~30 families nationwide for their wealth management needs and operate exclusively on a flat-fee model. If you have questions like- Will I be okay in retirement- How much can I safely spend- When should I claim Social Security- How do I minimize my lifetime tax bill- How should I structure my investments for this next phase?Then you might be a good fit for our firm.The first step is to learn about our Retirement Roadmap™ - a complimentary, three-step process to help potential clients make an informed decision about 7 Saturdays Financial or any other firm you may consider hiring. You can click the link at the top of my profile, or visit 7 Saturdays Financial dot com.And be sure to check our reviews at Wealthtender (featured section). I look forward to meeting you!
Experience
Director of Financial Planning
Apr 2022 — Present · Dallas, TX, US
7SF is a full-service wealth management firm based in Dallas, serving clients nationwide.Independent, modern, flat-fee. No commissions. No BS.
Education
The University of Texas at Dallas
Master of Business Administration (MBA), Corporate Finance
2013 — 2015
Southern Illinois University, Carbondale
M.S., Mining Engineering
2008 — 2009
Southern Illinois University, Carbondale
B.S., Mining Engineering
2003 — 2007
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.