Some of us know all too well that we may look back to December and draw inspiration. There are mean things happening in this world, so we need to feed positivity. Some feel like inflation is telling consumers, “You belong to me”. Haters gonna hate, but we all need to find the strength to shake it off.

As we transition to a new era, I am thrilled to announce a pivotal decision that will shape the future of Allen Trust Company. In line with our commitment to shared success and empowerment, we are taking a step towards employee ownership through the implementation of a comprehensive stock option plan. This will allow employees to have stake in the company’s success, furthering a sense of ownership, responsibility, and collaboration.

Our commitment to excellence has allowed us to expand and refine our services throughout the year.

1. Investment Management: Our dedicated investment management team has navigated the complexities of the financial landscape to ensure the best outcomes for our clients.

2. Financial Planning: The financial planning team created personalized and comprehensive plans to help navigate client’s life milestones with confidence.

3. Tax Preparation: In an ever-changing tax world, our team demonstrated unwavering commitment to maximize tax efficiency.

4. Trust Administration: This service has remained a comprehensive wealth management approach that requires transparency and careful handling of family dynamics.

We are forever and always dedicated to serving our clients and communities in:

OREGON, WASHINGTON, ALASKA

As we eagerly approach the new year, I extend my gratitude to our clients, referral sources, employees, and Board of Directors. Wishing you and your loved ones a joyful holiday season and a prosperous New Year. We will embrace this era with joy, positivity, and encourage you all to be fearless. We hope every day in 2024 will be the best day.

Source: Instagram @Taylorswift Taylor Swift Eras Tour, New Mexico, August 28th

No matter what happens in life, be good to people. Being good to people is a wonderful legacy to leave behind”. – Taylor Swift

Sincerely,
Stuart Allen, CEO, Allen Trust Company

Transitioning to a New Era