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Allen Capital Group, LLC

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Allen Capital Group, LLC

Overview:

Allen Capital Group is a Wealth Management Firm offering clients unbiased portfolio management, estate planning, tax planning and preparation, and risk management services. As an Independent Registered Investment Advisor (RIA), we work only for our clients. Client service is our specialty, and we take pride in being free of conflict and upholding our fiduciary duty.
Financial Planning
We help you create a comprehensive financial plan so that your goals can be met. Preparing a sound financial plan helps to protect these goals from whatever may lie ahead in the uncertain future.

Portfolio Management
Understanding the stock market is a daunting task. Through years of experience, we can help you navigate the many complexities involved in the investment process. We evaluate financial products, investment opportunities, and strategies carefully, always paying attention to the risks associated with each before making a portfolio recommendation.

Tax Preparation & Planning
Preparing and filing the correct tax related documents adds another layer of complication to not only the investment process but our daily lives. We have an in house CPA to answer all of your tax related questions and to assist you in the tax filing process. Tax and accounting services are provided through ACG Enhanced Services.

Estate Planning
Our goal in the estate planning process is to make sure that you and your family are taken care of during every stage of life. We coordinate estate planning for our clients by helping them decide what documents and tools are appropriate for them. We then provide the follow through and ongoing monitoring to ensure that everything is up to date as circumstances and family situations change.

Risk Management

Planning for the unexpected is why we undertake the risk management process. Preparing for an untimely death or disability is many times overlooked when planning for your family’s future.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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