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G. Allen Financial Inc. is an independently owned wealth management firm based in Santa Fe, NM, specializing in a process-based approach to financial planning and asset management. With a focus on estate tax and retirement planning, the firm aims to align clients' investments with their values and legacy goals, ensuring financial success and personal fulfillment. Led by husband and wife team Stephen Duck, CFP, and Dora Guzmán, PhD, G. Allen Financial caters primarily to high net worth individuals, fostering trusting relationships and offering personalized strategies. Their commitment to serving clients as objective partners empowers individuals to navigate their financial journeys with confidence and clarity. Generated from the website