Gevin Z. Allen, Financial Professional with ATLAS Retirement Strategies LLC

Gevin Z. Allen, Financial Professional with ATLAS Retirement Strategies LLC Atlas Retirement Strategies LLC helps crystalize goals and objectives to put retirement into perspective. I am not licensed in all jurisdictions.

We offer a variety of solution based practices that can help you meet your retirement and financial needs. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC) A Licensed Insurance Agency and a New York Life Company. Additionally, I

am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Neither Atlas Retirement Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Atlas Retirement Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered branch address:
21720 Hardy Oak Blvd
Suite 85
San Antonio, TX 78258
210-632-2787
[email protected]

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may...
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“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsiz...
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The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance, which can become overwhelming.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance becomes wealth.

Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-le...
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Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-level roadmap to help set the wheels in motion.

A business succession plan starts with exploring your options and learning who might be interested in taking over.

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisio...
11/02/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

Learn about the reasons for the 529 plan blind spot and what it means?
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Learn about the reasons for the 529 plan blind spot and what it means?

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While financial security is crucial for retirement, you need a strategy beyond just money that includes purpose, structu...
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While financial security is crucial for retirement, you need a strategy beyond just money that includes purpose, structure and social connection.

While financial security is crucial for retirement, the true 'retirement crisis' is often an emotional, psychological and social one. You need a plan beyond just money that includes purpose, structure and social connection.

Here’s the scoop on deciding when to apply for your Social Security retirement benefits and rounding up all the document...
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Here’s the scoop on deciding when to apply for your Social Security retirement benefits and rounding up all the documents you'll need when you do.

Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements.

Guide to understanding home equity.
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Guide to understanding home equity.

Equity is the portion of the home that you own. Knowing how to calculate home equity can help you decide how and when to access it.

Here’s what you need to know about the Roth 401(k) to help you decide if it’s the right choice for your retirement savin...
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Here’s what you need to know about the Roth 401(k) to help you decide if it’s the right choice for your retirement savings.

This account is a great option for high earners and young savers alike.

We’re not in a bull market today, but it’s just a matter of time before we enter one. Here’s what you need to know about...
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We’re not in a bull market today, but it’s just a matter of time before we enter one. Here’s what you need to know about the changing markets and why your investment strategy shouldn’t change.

Regardless of what the market is doing, sticking to a consistent investing routine will help ensure you stay on track to meet your financial goals.

Address

San Antonio, TX

Telephone

+12106322787

Website

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