Justin Allen
Financial Planner

Telephone: (615) 369-1424   |   Fax: (615) 850-8108   |   E-Mail: click here 

Licenses & Certifications:
Registered Securities Representative
   of TrustCore Investments, Inc.
Doctor of Jurisprudence (JD)

Justin Allen has been with TrustCore since 2000, working closely with retirees, business owners, and high net-worth families to develop comprehensive financial plans.

Recent clients include:

• Newly retired couple who needed guidance to maximize their social security income
• Executive business manager who decided to convert his retirement account to a Roth IRA
• a married couple that wanted to create a coherent investment strategy for their 401(k), 403(b), and IRA accounts
• Previous business owner wanting the proceeds from the sale of his business to fund his lifelong income in a tax-efficient way
• Surviving spouse who required financial education making sound financial decisions
• Power of attorney of a trust needing investment diversification, structuring the trust in a manner that the beneficiaries should receive sufficient lifelong income
• An endowment needing investment allocation that should provide growth and income for future expenses
• A business owner passing his business to the next generation in a responsible and efficient way

Justin earned his bachelor's degree from Vanderbilt University with highest honors.