Services For Businesses

Allen Capital Group has dedicated advisors to assist with your company's retirement plan. Whether it be money purchase, profit-sharing, 403(b), 401(k), or any other defined benefit plan we will work you and your plan sponsor through the design, implementation, and management of your company plan. As a plan sponsor, you are a fiduciary with requirements to follow certain rules and regulations regarding ERISA and the DOL. Balancing those obligations while also tending to your day-to-day roles and responsibilities can be a lot. We come along to aide in the management and fiduciary obligations, giving you freedom to focus on your main business.

Corporate structure, lending, employee benefits, mergers, acquisitions, private equity, venture capital, real estate, valuations. We have seen it all and we exist to serve as a sounding board for whatever may come your businesses way.

We work with your organization to develop and understand your investment policy while constructing an investment plan to meet the polices risk and return requirements.

Allen Capital Group has in-house CPAs that work with your Wealth Advisor to answer your tax-related questions and assist you with filing your corporate/business returns.