Allos Investment Advisors

Allos Investment Advisors Allos’ portfolios are constructed from exchange-traded funds and mutual funds. Investment decisions are made strictly with our clients’ best interests in mind.

We help make financial advice feel approachable by offering flexible planning and investment support that meets you where you are and grows with you through all of life’s stages. Allos Investment Management: Serving as a fiduciary and deriving compensation on a fee-only basis, Allos Investment Advisors®, LLC provides actively managed investment portfolios suited to your unique needs as an investor

. We typically utilize institutional shares of mutual funds that might not otherwise be available to retail investors without meeting very high minimum investment requirements. Allos Financial Planning: Allos+ is a subscription service that gives you access to a financial advisor who can help you answer some of the most common financial planning questions by:
-Identifying Your Financial Goals
-Assisting With Budgeting And Cash Flow Planning
-Planning For Retirement Income
-Planning For Education Expenses

Life changes fast, and your life insurance coverage should be able to keep up.A policy that made sense years ago may not...
06/02/2026

Life changes fast, and your life insurance coverage should be able to keep up.

A policy that made sense years ago may not reflect where you are today after changes like marriage, children, a new home, career growth, or approaching retirement. This blog breaks down some key moments when it may be worth reviewing your coverage and beneficiary information to make sure everything still aligns with your goals.

Read more: https://bit.ly/4nDTRc4

Budgeting and saving can look different for everyone. This category explores practical ideas for managing cash flow, bui...
06/01/2026

Budgeting and saving can look different for everyone. This category explores practical ideas for managing cash flow, building healthier financial habits, and finding ways to save while working toward your personal goals.

https://allosadvisors.com/category/budgeting-and-saving/

Life insurance is not one-size-fits-all, and choosing the right policy often involves more than just picking a number.Fr...
05/26/2026

Life insurance is not one-size-fits-all, and choosing the right policy often involves more than just picking a number.

From understanding the purpose of your coverage to comparing policy types and considering optional riders, there are several important factors that can shape your decision. This blog and checklist walks through key considerations to help you think through what may fit your goals, needs, and stage of life.

Read more: https://bit.ly/4nCPyxZ

Our office is closed for Memorial Day - Monday, May 25. Thank you to all who have served our country.
05/25/2026

Our office is closed for Memorial Day - Monday, May 25.

Thank you to all who have served our country.

Think your tax return matters less once you retire? It could actually matter more.In retirement, your tax return becomes...
04/27/2026

Think your tax return matters less once you retire? It could actually matter more.

In retirement, your tax return becomes a roadmap for how your income, withdrawals, and tax strategies are working together.

In our latest blog, we walk through how to review your return with intention. We also include a helpful checklist: As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

From retirement account distributions and Social Security income to capital gains and tax-efficient withdrawal strategies, there is more to review than most people expect.

Take a few minutes to look it over. It can play a big role in how long your money lasts and how efficiently you use it. Read the full blog here: https://bit.ly/4u14MyH

Think your tax return is “done” once it’s filed? ✅Not so fast.If you’re still working, your return can be a valuable pla...
04/22/2026

Think your tax return is “done” once it’s filed? ✅Not so fast.

If you’re still working, your return can be a valuable planning tool. It tells the story of your income, benefits, and could even show missed opportunities.

In our latest blog, we walk through how to review your return with intention. We also include a helpful checklist: As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

From filing status and tax credits to retirement contributions and investment income, there are more moving pieces than most people realize.

Take a few minutes to review. It could make a meaningful difference in what you keep, not just what you earn. Read the full blog here: https://bit.ly/41T0g9s

💡 Are your teens truly ready to handle money before they leave for college?For many families, college is the first time ...
03/31/2026

💡 Are your teens truly ready to handle money before they leave for college?

For many families, college is the first time teens manage real financial decisions such as budgeting, spending, saving, and even debt. These habits do not develop overnight.

In our latest blog from John Fales, we share practical ways to help teens build financial confidence early. This includes understanding needs versus wants, learning how to budget, and making smart spending choices.

Getting into college can be a win, but will they be prepared for life once they get there?

👉 Read the full article here: https://bit.ly/40BYJ73

How do you balance saving for retirement ⌛ and your child’s college education 🎓 without feeling like you’re falling behi...
03/25/2026

How do you balance saving for retirement ⌛ and your child’s college education 🎓 without feeling like you’re falling behind on both?

It’s a very common (and stressful) financial questions families face. In our latest blog from John Fales, we break down how to prioritize competing goals, avoid common mistakes, and create a strategy that supports both your future and your child’s.

If you’ve ever wondered “Which should come first?” this is for you.

👉 Read the full article here: https://bit.ly/4bcoml2

🎓 When should parents start thinking about college planning?Hint: it’s earlier than most people think.In this new blog f...
03/17/2026

🎓 When should parents start thinking about college planning?

Hint: it’s earlier than most people think.

In this new blog from John Fales, we break down when to consider starting planning, what steps could matter most at each stage, and how early preparation can help create more options (and less stress) down the road. From saving strategies to timing conversations, it’s a practical guide for families at any stage.

If college is part of your child’s future, even if they’re still young, this is worth a read.

👉 Read the full article here: https://bit.ly/4rDssrl

🚀 Starting a new job? Here’s things to know...Beginning a new role is an exciting career step and an important moment fo...
03/04/2026

🚀 Starting a new job? Here’s things to know...

Beginning a new role is an exciting career step and an important moment for your financial planning. Our latest blog covers the key issues to consider as you start, including cash flow management, understanding your benefits, planning for retirement, and staying on top of tax implications.

Taking the time to review these areas now can help you make informed decisions and set yourself up for long-term success. Whether this is your first job or a big career move, having a clear plan makes all the difference.

📊✨ Read the full post with checklist here: https://bit.ly/4rH7nwR

Address

12980 Foster Street, Ste 160
Overland Park, KS
66213

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19139487788

Website

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