Wealth Advisor: Joe Allen, CFP

Wealth Advisor: Joe Allen, CFP Answering Questions, Simplifying the Complex, as the guide on YOUR financial journey.

Investment advisory services offered through Lane Brothers Investment Counsel.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/21/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

Join me tomorrow May 19th at Third Shot Coffee for A Cup of Joe and to discuss current events! Neighbors and all are wel...
05/18/2026

Join me tomorrow May 19th at Third Shot Coffee for A Cup of Joe and to discuss current events! Neighbors and all are welcome to join our small group discussion of current events, the economy, and investing in terms anyone can understand. This is a relaxed and informal gathering that is open to everyone, plus the coffee is on me! ☕️

📍 Located in Prescott, AZ.
🇺🇸 Serving families/businesses around the US
☎️ 928-776-8870
🗓️ calendly.com/advisorjoe
✉️ [email protected]

benefits security financeteam inheritance retirement strategy planning simplify income assets personalfinance prioritize market investing financialplan wealthadvisor financialadvisor prescottaz taxes

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching. The information students...
05/07/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

The mid-year mark is a natural time for many businesses to evaluate their 401(k) plans and start thinking through change...
05/04/2026

The mid-year mark is a natural time for many businesses to evaluate their 401(k) plans and start thinking through changes they would like to make for the next plan year. That’s why we wanted to highlight one key feature that can help make 401(k) plans more attractive to your team: employer matching. Swipe for more information.

If you have questions about whether or not adding employer matching would make sense for your business, or if you’d like to talk through re-vamping a current employer matching plan for next year, don’t hesitate to reach out. We’re here to make sure your benefits package is working hard for both you and your team.

In honor of Financial Literacy Month, let’s put your knowledge of credit scores and emergency savings to the test and se...
04/22/2026

In honor of Financial Literacy Month, let’s put your knowledge of credit scores and emergency savings to the test and see how sharp your financial know-how really is. Swipe through, take your best guesses, and check your answers.

If you need help turning financial knowledge into actions, give us a call. We are here to support your financial journey.

Join me tomorrow April 21st at Third Shot Coffee for A Cup of Joe and to discuss current events! Neighbors and all are w...
04/20/2026

Join me tomorrow April 21st at Third Shot Coffee for A Cup of Joe and to discuss current events! Neighbors and all are welcome to join our small group discussion of current events, the economy, and investing in terms anyone can understand. This is a relaxed and informal gathering that is open to everyone, plus the coffee is on me! ☕️

📍 Located in Prescott, AZ.
🇺🇸 Serving families/businesses around the US
☎️ 928-776-8870
🗓️ calendly.com/advisorjoe
✉️ [email protected]

benefits security financeteam inheritance retirement strategy planning simplify income assets personalfinance prioritize market investing financialplan wealthadvisor financialadvisor prescottaz taxes

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtfu...
04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

As an employer, understanding the classification of highly compensated employees (HCEs) is key to maintaining compliance...
04/09/2026

As an employer, understanding the classification of highly compensated employees (HCEs) is key to maintaining compliance and ensuring your retirement plans align with IRS nondiscrimination rules. Swipe through to learn more.

If you have questions about your current 401(k) classifications, don’t hesitate to reach out to our team. We’re here to support you.

Address

1560 Plaza West Drive
Prescott, AZ
86303

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19287768870

Website

http://advisorjoeallen.com/

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