Grand Island: 308-385-1500
Omaha: 402-932-6300
Scottsbluff: 308.632-4146
OUR SERVICES
Investment
Successful wealth planning is more than a destination; it's a journey. Effective investment management along the way is critical. Based on your goals, circumstances, personality, and ability to withstand market risk, our advisors will craft an efficient, tax-aware investment plan that balances the threat of losing money with the risk of missing opportunity.
Trust
You've worked hard saving and investing. Estate planning is a cornerstone of protecting your wealth. Our advisors help develop an estate plan designed secure and harness your wealth in the most impactful way possible. Allen Capital Trust, our in-house trust solution, can serve as your Corporate Trustee on various forms of trusts.
Tax
Tax planning stretches through all aspects of your financial life. While there's no magic solution, our wealth advisors work to understand your unique situation to help maximize your after-tax returns.
Allen Capital Group's in-house CPAs work with your Wealth Advisor to address your tax-related matters and assist you with filing.
3540 Prairieview Street, Ste 200
Grand Island, NE 68803
Phone: 308-385-1500
10050 Regency Circle, Suite 500
Omaha NE 68114
Phone: 402-932-6300
2021 Broadway, Suite 7
Scottsbluff, NE 69361
Phone: 308-632-4146
Disclosure
Allen Capital Group, LLC is an SEC Registered Investment Advisor group located in Grand Island, NE. Allen Capital Group and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Allen Capital Group maintains clients. Allen Capital Group only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. This website is for informational purposes only and does not constitute a complete description of our investment services or performance.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
This website is in no way a solicitation of offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.
Not all services discussed may be applicable or appropriate for every client; therefore, we will provide only those services for which we are specifically and expressly engaged to provide.
Information throughout this site, where stock quotes, charts, articles, or any other statement or statements regarding market or other financial information is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this website should be interpreted to state or imply that past results are an indication of future performance. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user.
Please Note: The information being provided is strictly as a courtesy. When you link to any of these websites provided here you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Allen Capital Group’s website and assume total responsibility and risk for your use of those sites.
CPA Services provided by ACG Tax, LLC
There are no warranties expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any “linked web site.”