Testimonials

“Information is power, and I now feel confident that I can face whatever challenges may come.”

I hired Patricia on the recommendation of friends who were using her and happy with her services. I am fairly savvy with money, however, the whole retirement thing had me intimidated. I had many questions. How much money do I need? How much should I be saving? Am I on track? Am investing in the right things?   Will I ever be able to retire? 

I was skeptical at first. Patricia's fee is an investment and my gauge has always been that if I can recoup her fee based on the investment advice she gives, then it's a win-win. And that's exactly what happened. 

I have an older retirement account from my divorce that was not performing very well and I didn't know what to do with it. But based on Patricia's direction I moved investments around in the account to gain more balance and with that account alone, the improvement in value paid for her fee. 

One of the biggest benefits of working with Patricia is the analysis of your finances that she does at the beginning of the relationship. She runs this awesome report to tell you if you will have enough money saved to retire and at what age.

She ran multiple scenarios for me to help determine future financial decisions, such as, what would happen if I lost my job tomorrow and stopped contributing to my 401k? Would I still be able to retire at 65?  

Information is power, and I now feel confident that I can face whatever challenges may come. 

She's also easy to talk to and non-judgmental. 

Kristin Thureson

Client

 

“Within one year of working with her, I was able to save $50k toward my retirement and buy my first home.” 

It was a great pleasure to have met Patricia Allen 4 years ago at a business networking event.  I had given up hope that I would ever be able to retire, she inspired me to believe that I could achieve all of my goals and retire on my terms. 

Within one year of working with her, I was able to save $50k toward my retirement and buy my first home.  She worked miracles with my budgeting habits and I am forever grateful.  She is definitely the go-to person for retirement and budgeting planning.

M. McDonald, Business Coach 

 

“I now think of debt, saving for emergencies and how I spend my money differently”. 

I have been a client of Patricia Allen's for the past nine years. I have found Patricia to be extraordinary in many ways.  She has helped me make wise financial decisions over the years.

I was laid-off after 8 years of working for the same company and found myself in dire trouble with keeping up with my bills. I almost lost my home. The budget she designed for me helped me keep my head above water until I was able to find another job.

I now think of debt, saving for emergencies and how I spend my money differently.  

Patricia is knowledgeable, full of energy, positive, a good listener and has a passion for what she does, helping people.

S. Green Psychologist 

 

“I trust Patricia implicitly. In fact, I have recommended her services to my daughter, who is beginning the voyage of retirement planning.” 

I have been a client of Patricia Allen's for the past nine years in the capacity of financial retirement planning. I have found Patricia to be extraordinary in many ways. 

First is her caring attitude. She not only expresses concern regarding the management of my retirement funds but shows an honest interest in my position in life.

She positively impacts my life by planning the best financial situation possible. I'm not just an account—I'm a real person. 

Second, is the manner in which she monitors the market and how I might be affected by current and upcoming changes.

She never hesitates to contact me to provide advice and assure that the required paperwork is completed and submitted timely. Her follow-up is absolutely impeccable and commendable. 

Third, she is knowledgeable, professional and gives me a sense of comfort that I'm in good hands. I trust Patricia implicitly.

In fact, I have recommended her services to my daughter, who is beginning the voyage of retirement planning. 

If a new client is contemplating her services, I would highly recommend Patricia as their retirement financial advisor. It's obvious.....Patricia's intent is excellence.                                                          

Alice Edmiston, RN

Hospital Case Management Director, Retired

 

 “Patricia by far is the most efficient financial advisor I have ever worked with. Her dedication and commitment to her clients has never changed”  

For more than ten years, I have been Patricia Allen's client at PARIS Financial Planning. As a single woman, I came to her afraid and worried and wondering if I would ever be able to retire.

I have constantly been impressed with both her professionalism and performance in handling my financial affairs.

Patricia by far is the most efficient financial advisor I have ever worked with. Her dedication and commitment to her clients have never changed.

I remember one instance where, as she was preparing for vacation, Patricia spent nearly five hours on the phone with me and asked for no pay in return. 

She always works very hard to find solutions to some seemingly difficult problems. Dedication of that caliber is remarkably uncommon under any circumstance. No question is a dumb question as far as she is concerned.

I am always impressed with her client service. She returns my phone calls right away. During the recession of 2008, Patricia was timely and proactive in communicating with me.

Her optimistic and cheerful attitude has helped me through some difficult times.

She has earned my trust. She is not only valued as my financial advisor but also as my friend.

Carolyn L. Simmons                                           

Client  

                                              

“She is someone who is in tune with the needs of others and I trust her immensely.” 

My name is Latasha Senegal and I am a Flight Attendant at United Airlines. I have worked for United for over 16 years.

During the course of my employ, I have had the opportunity to meet and/or work with some very exciting people. By exciting I mean, focused, professionals who are goal-oriented and know what they want out of life. 

One person who stands above the rest and always comes to mind is Ms. Patricia Allen. I had the privilege of meeting Patricia (Pat, as I'm used to calling her) about 5 years ago.

I remember thinking to myself, “This lady is going places". Pat is a very hard working and compassionate woman. She is someone who is in tune with the needs of others and I trust her immensely. 

Over four years ago, Pat gave me some very informative, life-changing information. Pat is very knowledgeable about this industry and as a result, the financial planning process went extremely smooth.

She has not only become my agent but also my friend. I wish her much success in any and all endeavors! 

Latasha Senegal

 

“Others should be so lucky to have someone like you on top of these financial news” 

Patricia, I just wanted to thank you for the letter of encouragement regarding the Brexit ordeal. 

Loyal and I both have complete confidence in you to take care of us.  Others should be so lucky to have someone like you on top of this financial news.  We know you have our best interest at heart. 

Again thanks and God bless. 

Kathy Jennings Client

 

“She is the go-to person for retirement and cash flow planning.” 

Patricia is incredibly consistent and professional and has a caring attitude. She has been a bedrock of support and encouragement on a personal and professional level.

She not only expresses concern regarding the management of my retirement funds but shows an honest interest in my position in life.

I have worked with Patricia for 2 years now.  I have a great deal of respect for her expertise and also thank her for taking on the business aspect in addition to my personal financial story.   

She is the go-to person for retirement and cash flow planning.  I have every ounce of faith in her that she will continue to provide me with the tools and clarity for achieving my goals and aspirations to keep me on the right path for my present and future success. 

She gives me a sense of comfort that I'm in good hands. I trust Patricia implicitly. 

Patricia is incredibly consistent and professional and has a caring attitude. She has been a bedrock of support and encouragement on a personal and professional level.

She not only expresses concern regarding the management of my retirement funds but shows an honest interest in my position in life. 

 

Betsy Godin

Client 

 

“She is pleasant, knowledgeable, full of energy, positive, a good listener and has a passion for what she does, helping people.” 

It was a great pleasure to have met Ms. Patricia Allen 4 years ago at the Small Business Expo.  She is pleasant, knowledgeable, full of energy, positive, a good listener and has a passion for what she does, helping people.

          Pat has helped me make wise financial decisions over the years. I was laid-off after 25 years of working.

Whenever I need advice or feeling my lowest, I can call her and she has a ready heart to help. She is truly a kind, honest and a friend we need in these days.

She has my strong recommendation. 

Yvonne Thymes