Allen Kilburn is a financial planner who provides guidance and holistic
financial planning for individuals, families, and business owners. His approach is centered
on helping clients make confident, well-informed financial decisions by aligning their
resources with their long-term goals and values.
With a strong foundation in retirement income strategies, investment portfolio
alignment, and comprehensive risk management, Allen works closely with clients to
design strategies that address both current priorities and future aspirations. He takes a
disciplined, planning-first approach that integrates investments, cash flow, tax
considerations, and protection strategies into a cohesive financial framework.
Allen is known for building trust-based, long-term client relationships and for his ability
to simplify complex financial concepts into clear, actionable insights. He believes that
education is a critical component of effective planning and strives to empower clients
with a deeper understanding of their financial landscape.
Through a consistent and professional client experience rooted in service, transparency,
and measurable outcomes, Allen delivers customized strategies that evolve as life
circumstances and goals change. His commitment to thoughtful planning and ongoing
guidance helps clients navigate uncertainty with clarity and confidence.
Allen has a BS from Olivet Nazarene College and an MBA from Indiana University, South
Bend. He resides in Goshen Indiana with his wife Kimberly and her children Kaitlyn and Nate.
He offers securities in Indiana and is insurance-licensed in Indiana.