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Bradley K. Allen, CFP®

Allison Spielman Advisors

541 NE Sommerseth St
Poulsbo, WA 98370-8465
Phone: (425) 889-7848

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Government & Military
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.