Daniel Allen

Daniel Allen - CLTC, ChFC®, LUTCF

Sr. Financial Services Executive

Visit my web site!

Daniel S. Allen Financial Planning Services an Office of MetLife
205 Main Street, Suite 12
Brattleboro, VT 05301

Phone: (802)254-7756
Fax: (802)451-1967
E-mail: dsallen@metlife.com

  • Million Dollar Round Table (MDRT) Life & Qualifying Member
  • National Association of Insurance and Financial Advisors (NAIFA) Member

BUSINESS PHILOSOPHY

My job is to help you to identify the goals that will help you get from where you are today to where you want to be. In doing so, you will not only worry less, but will have more time to enjoy what is important to you in your life. Planning isn't impossible. You just need to sit down with a professional and do it. My goal is to help you establish your financial goals and objectives. Your financial success may be accomplished by knowing that your objectives and goals will be addressed because you are working with someone you can trust.
 

By working with someone well-versed, trained, and knowledgeable about financial planning and one who keeps abreast of changes that occur in the financial world, you can successfully put a plan in place to:

  • Reduce your taxes
  • Reach specific retirement goals
  • Decide how to invest properly, based on your own goals and risk tolerance
  • Help ensure that your family and assets are suitably protected if the unexpected occurs Custom design programs that will help you to achieve your special goals...buying a home, retiring early, financing your child's education, and more.

PRODUCTS AND SERVICES

  • Annuities
  • Asset Allocation Strategies
  • Disability Income Insurance
  • Education Funding Strategies
  • Estate Analysis
  • Estate Planning
  • Financial Planning
  • Financial Needs Analysis
  • Insurance Planning
  • Insurance Strategies
  • Life Insurance
  • Long -Term Care Insurance
  • Mutual Funds
  • Retirement Planning
  • Term Life Insurance
  • Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS:

  • Sr. Financial Planner with MetLife Securities, Inc
  • Chartered Financial Consultant (ChFC) Designation
  • Certified Long-Term Care (CLTC) Designation
  • Registered Representative of MetLife Securities, Inc.
  • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Qualified Member of MDRT (Million Dollar Round Table)
  • Graduate of MetLife Business Planning and Estate Planning School
  • Multiple Qualifier for MetLife’s Presidents Conference
  • Multiple Qualifier for MetLife Leaders Conference • Member Brattleboro Area Chamber of Commerce
  • Trustee of the Austine School for the Deaf
  • Trustee of the Board of the Vermont Center for the Deaf and Hard of Hearing
  • 1998 MetLife Foundation Volunteer Service Award Winner
  • 1999 MDRT Foundation Volunteer Service Award Winner

EDUCATION:    SUNY, Plattsburgh, NY; Business Administration

PERSONAL: Daniel has been with MetLife since 1990. Dan can offer fee-based comprehensive financial planning. He has helped many area residents with general financial planning, retirement planning and estate analysis. As a Registered Representative, he can provide insurance, financial services and mutual funds to both individuals and small businesses. He can also provide educational workshops to businesses and institutions. Daniel resides in Dummerston, VT with his wife, Debbie, and son, Bryan.

MetLife does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.