Welcome to Allen A. Weiner, CPA, CFP®, PFS
Allen A. Weiner, CPA, CFP®*, PFS is a comprehensive financial services firm committed to helping our clients pursue a long-term financial future. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. Since Allen has a CPA, CFP®*, and PFS designation, he has the unique ability to service clients from an accounting, tax, and financial planning point of view.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (504) 838-7272 or (800) 510-1026. We look forward to hearing from you.
* Investment and financial planning services are offered by Allen A. Weiner through his affiliation with HD Vest.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
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Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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