About Allen Knox Associates

Tax Sheltered Specialists Since 1975 We specialize in providing for the design, implementation, and administration of tax-qualified retirement plans for:

· Schools
· Hospitals
· Non-profit Organizations
· Business
· Individual

We serve the financial needs of clients in over 600 school districts and qualified organizations. We assist by...
· Offering retirement plans for groups or individuals
· Reducing federal and state income taxes
· Showing how to maximize retirement income
· Financial planning to meet short and long term goals
· Providing financial presentation on topics of current interest

Our philosophy of business is simple and unique:
· We prefer to work from your side of the table.
· We believe no one company can be all things to all people.
· We represent no one company--We represent our clients.

Let us serve your financial planning needs to help you achieve your retirement goals. We welcome the opportunity of earning your trust and confidence. For information on any of our services, the TSA Toolkit, investment products, investment newsletter, calculation of your 403(b) TSA maximum, or to obtain an appointment, please contact our administrative office.