627 Eastwood St., Suite A Bowling Green, KY 42103

Home
About
Services
Client Resources
Events
Contact Us

Allen’s Book

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Contact

Office: (270) 904-7624

Fax: (270) 640-0885

627 Eastwood Street

Suite A

Bowling Green, KY 42103

Series 6, 7, 63, 65

Quick Links

Retirement
Investment
Estate
Tax
Money
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Investment Advisory Services are offered through Magnolia Wealth Management LLC, a registered investment adviser.

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Magnolia Wealth Management LLC is a registered investment adviser located in Bowling Green, KY. Magnolia Wealth Management LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Magnolia Wealth Management LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Magnolia Wealth Management LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Magnolia Wealth Management LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Magnolia Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Magnolia Wealth Management LLC, please contact the state securities regulators for those states in which Magnolia Wealth Management LLC maintains a registration filing. A copy of Magnolia Wealth Management LLC’s current written disclosure statement discussing Magnolia Wealth Management LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Magnolia Wealth Management LLC upon written request. Magnolia Wealth Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Magnolia Wealth Management LLC’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.