Expert perspective. Innovative strategy.

Allen Capital Group is a wealth management firm offering our clients comprehensive and unbiased portfolio management, estate and tax planning, and risk management services.
Above all, client services are our specialty.

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We Provide Simple Solutions to Complex Issues

Personal finances can be complex and difficult, but they do not have to be. Our clients rely on us for estate planning, tax planning, retirement planning, investment management services, and much more. Think of us as your mission control for wealth management.

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Independent for a Reason - You

We are independent to serve you. We pledge allegiance to our clients – not a bank, brokerage firm, or specific mutual fund company. We are client focused, and as a Registered Investment Advisor, we are bound to act as fiduciaries on behalf of our clients. Always. That’s what makes us different: You.

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We Manage Risk to Provide You Stability

The stock market can be an emotional rollercoaster. We help filter out the noise and provide you with a disciplined, consistent, and realistic approach to investing that aims to provide you with capital appreciation through capital preservation.

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What is your risk number?

Capture your risk tolerance and see if your portfolio fits you.

What's Your Plan?

We believe that financial planning is the foundation that your retirement is built on. Our financial planning services are built on trust, transparency, and accountability. Our team of experienced professionals will construct a personalized plan that gives you the peace of mind to realize your dreams.

Allen Capital GroupAre you a #trader, or an #investor? This week Steve and Travis discuss why #volatilemarkets cause people to lose fo… https://t.co/eNbqWlgNpQ
Allen Capital GroupWhat’s in an index? This week, Steve and Travis discuss characteristics of well-known market indexes, how they diff… https://t.co/Ah8QPjGurk
Allen Capital GroupHow does the #lowinterestrate environment affect you? This week, Travis and Steve discuss the impact of low-interes… https://t.co/JkXSBlgjWI
Allen Capital GroupHeading into the #newyear; is your #estateplan in order? This week, Steve and Travis discuss several elements of es… https://t.co/GHP7sWSr4H
Allen Capital GroupWhat are your financial #newyearsresolutions for 2021? This week, Travis and Steve discuss themes that should be on… https://t.co/FCP5EGHTJo
Allen Capital GroupHow do you define #retirement? This week, Steve and Travis discuss how the traditional definition of retirement is… https://t.co/N072s3i74E
Allen Capital GroupWhat #planning strategies should you consider as 2020 draws to a close? This week, Steve and Travis discuss strate… https://t.co/auTRVp3D0F
Allen Capital GroupDo You Qualify for Penalty #Free Distributions from Your Qualified Accounts Under the #CARESAct? Steve and Travis r… https://t.co/IJYeMZ8O44
Allen Capital GroupAs #market volatility trends higher, where should #investors sharpen their focus? This week, Travis and Steve discu… https://t.co/UJ9ILlIA9O
Allen Capital GroupSpread some cheer this year by dropping off toys, wrapping paper, and stocking stuffers to our #Omaha office for… https://t.co/JaidlcggyQ

In the Know.

We conduct a lot of research about these items:

  • market trends and products
  • investment regulations and concepts
  • ways we can improve our services and offerings for our clients.

Periodically, we share these findings here on our blog. If you are interested, please use the link below.

In the Know

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The Services You Expect

From financial planning to tax preparation, our clients’ interests always come first.

  • Financial Planning
  • Portfolio Management
  • Estate Planning
  • Tax Preparation & Filing
  • Risk Management

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