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Robert Allen
Chapter President @Afea American Financial Education Alliance
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WORK HISTORY
Chapter President @Afea American Financial Education Alliance
Hingham, MA, US
The American Financial Education Alliance (AFEA) is one of the country\'s fastest-growing non-profit financial wellness programs! Our unique No Selling approach and strategic alliances will change how you think about financial education! As an IRS-approved 501(c)(3) non-profit organization, AFEA\'s mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide. AFEA specializes in providing high-level financial education to:• Businesses and their employees (Satisfying ERISA 404c Requirements)• Churches and their congregations• Colleges and their alumni• Other organizations and local communities via college and library held classes
EDUCATION
University of New Hampshire
Bachelor of Science - Chemistry
ABOUT ROBERT ALLEN
As a Financial Professional, I primarily help professionals by using institutional leverage to accelerate returns and reduce future income taxes. These strategies are not for everyone and are most often used by high-net-worth individuals who have already maximized traditional investment vehicles like 401(k) and Roth accounts.If you are still using only your own money to fund your retirement plan, this could be worth a conversation. And I\'m always happy to include your current advisory team in the conversation. We are not looking to replace that team.To learn more about how I can help you with the development of a strategy for a robust outlook for your situation, shoot me a direct message through LinkedIn or use the contact information below+16•••••••36 b•••••@harperfinancialassociates.com | Taxes | Financial AdvisorGibbs Wealth Management is registered with the Securities and Exchange Commission (SEC).We adhere to all applicable laws and regulations governing investment advisers. This LinkedIn page is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services. For more information about our services or to schedule a consultation, please get in touch with us at or i•••@harperfinancialassociates.com. Visit our website at https://harperfinancialassociates.com for additional details.
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