Allen Finacial Group

Comprehensive Financial Planning in Glastonbury, CT

Community Involvement

Click on any of the logos below to see how we support that organization.

Hartford Club

Connecticut Children's Medical Center

Habitat for Humanity

Save the Sound

The Block Island School

Red Cross

Toys for Tots

Jim is an active member of The Hartford Club, which has served as the meeting place for prestigious professionals in Hartford’s leadership community for more than 140 years.

The Connecticut Children’s Medical Center is a nationally recognized, not-for-profit children’s hospital. Their values are family-centered care, discovery, integrity, teamwork, quality, and respect. Every year around Christmas time, the AFG team collects and donates as many toys as possible. Learn more at connecticutchildrens.org

Habitat for Humanity helps low-income families around the world find new hope by building them sustainable and energy efficient housing. They also provide relief to natural disaster victims and war-displaced refugees. The AFG team supports their cause. Learn more at habitat.org

Save the Sound is a program of the Connecticut Fund for the Environment that was established more than 40 years ago. Their singular purpose is “to ensure a healthy, sustainable Long Island Sound for communities both human and wild- today, and for generations yet to come.” Jim is passionate about the ocean and fully supports this program. Learn more at ctenvironment.org

Jenilee is an alumna and continuous supporter of Mercy High School which is a Christ-centered Catholic diocesan college preparatory high school for young women. Their mission is to challenge their students to grow academically, emotionally, socially, aesthetically, and spiritually. Jenilee attends monthly meetings, represents AFG at Mercy events, and offers her financial expertise to her fellow alumnae.

The American Brain Tumor Association is the nation’s oldest nonprofit organization dedicated to brain tumor education, support, and research. Since the ABTA was founded in 1973, they have funded over $30 million in brain tumor research. Jim is an annual supporter of the ABTA. Learn more at abta.org

The American Red Cross prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors.​ Jade is a proud blood donor and American Red Cross volunteer. Learn more at redcross.org

The United States Marines from Plainville, CT facilitate a Toys for Tots event to collect toys to distribute to the children of Connecticut at Christmas time. The Allen Financial Group is proud to be an annual contributor to this fantastic cause. To learn how you can help, please visit this website.

Cornerstone Planning Group, LLC (“Cornerstone Planning”) is a SEC registered investment adviser. Cornerstone Planning and its representatives are in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which Cornerstone Planning maintains clients. Cornerstone Planning may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cornerstone Planning's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Cornerstone Planning's web site on the Internet should not be construed by any consumer and/or prospective client as Cornerstone Planning's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Cornerstone Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cornerstone Planning's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for informational purposes only and all users thereof should be guided accordingly. Certain portions of Cornerstone Planning's web site (i.e. articles, etc.) may contain a discussion of, and/or provides access to, Cornerstone Planning's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as a substitute for personalized advice from Cornerstone Planning, or from any other investment professional. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client's investment portfolio. To the extent that any client or prospective client utilizes any economic calculator or similar device provided by any unaffiliated third party linked to Cornerstone Planning's web site, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Cornerstone Planning, or from any other investment professional. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, product, or service made reference to directly or indirectly by Cornerstone Planning in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio.