Allen Capital Group

Allen Capital Group is a comprehensive financial planning firm specializing in portfolio management and estate planning, serving clients across the United States. Our clients include individuals, businesses, trusts, foundations, and pensions. Our core approach is simple, yet our strategies are complex. The core of our investment philosophy is to manage risk. We seek to provide capital appreciation through capital preservation. Lowering downside volatility in portfolios allows investors to keep more of what they have and earn more in an up market. Our job is to gauge the ability of our clients to weather downside volatility and position them appropriately. Our estate planning clients experience one thing, service. Our goal in the estate planning process is to make sure that your family and you are taken care of during health, sickness, and death. We coordinate trust planning for our clients by helping them decide what documents and tools are appropriate for them. Next, we arrange the drafting of the appropriate documents with one of several reliable, experienced attorneys. We then handle the funding of the trust and make sure that all assets are accounted for and in proper ownership. This ensures that the trust is an effective document. The funding of the trust and tracking of assets lasts indefinitely. We are independent: that is what makes us different. We pledge allegiance to our clients, not to a bank, brokerage firm, or specific mutual fund company.