Tag Archives: Investment Planning


The Growing Business of Insurance with Dr. Jeffrey Allen, CFP®

When it comes to financial planning, insurance is a necessary evil in planning for your future. 

In this episode, David Vallieres chats once more with Dr. Jeffrey Allen, CFP®, on insurance and risk management within financial planning while discussing options for long term coverage.

Dr. Jeffrey discusses:

  • How he mitigates risk for his clients
  • The different types of insurance
  • Long term care insurance options
  • And more

Connect with David Vallieres:

About Our Guest:

Dr. Jeffrey Allen, CFP®, entered the financial service industry 15 years ago following his vast experience in the medical industry. Jeff is our team specialist in working with medical practices, closely held corporations and families to provide wealth management solutions. He focuses on developing a coordinated wealth creation and preservation plan to help with investment planning issues often encountered by medical professionals. As a certified physician, Jeff brings a distinct perspective and experience to these client needs.