About Us
While both Eric and Mark hold the Certified Financial Planner (CFP®) designation, the team behind Allen Capital Group includes specialists in estate planning and portfolio management, as well as accounting, and investment research. In all, the efforts behind Allen Capital Group are always to provide top-level, in-depth service to our clients, to enable them to be financially secure and prosperous.
Five Key Benefits of Working With Allen Capital Group:
1. Tailored advice based on your goals.
Whether you need help with retirement planning, a tax situation, estate planning, or simply managing your current assets, it is important to Allen Capital Group that we understand your goals, your vision, and your current situation. Allen Capital Group is in a position to do just that. We pride ourselves on having strong, personal interaction with our clients and being dedicated to clients’ individual needs. We believe that our independence is key to offering advice that is based upon what is best for you, the client.
2. You know what you are paying for.
This fee structure is simple, transparent, and easy to understand. It also gives Allen Capital Group an incentive to grow your assets.
3. Advice for your complex needs.
We provide services that address a variety of complex investment needs that often arise when you accumulate significant wealth, such as assisting you with the sale of a business, complicated tax situations, trusts, and intergenerational issues. Allen Capital Group specializes in individualized portfolio management, estate planning, tax planning and preparation, and risk management services. No matter how complex your individual needs are, you will find that Allen Capital Group will be able to provide advice that is tailored for you.
4. A different kind of relationship.
Our goal as an RIA is to help find solutions that are aligned with your needs and objectives, while enjoying a deep, personal relationship with you. In order for this to happen it often takes regular, ongoing interactions with you. Due to the family office environment of Allen Capital Group, we have a strong sense of personal accountability with our clients.
5. You know where your money is held.
These custodians also provide important infrastructure services like preparing monthly statements and executing trades. Those services help Allen Capital Group focus on understanding your needs and providing the best advice possible.
While both Eric and Mark hold the Certified Financial Planner (CFP®) designation, the team behind Allen Capital Group includes specialists in estate planning and portfolio management, as well as accounting, and investment research. In all, the efforts behind Allen Capital Group are always to provide top-level, in-depth service to our clients, to enable them to be financially secure and prosperous.
Five Key Benefits of Working With Allen Capital Group:
1. Tailored advice based on your goals.
Whether you need help with retirement planning, a tax situation, estate planning, or simply managing your current assets, it is important to Allen Capital Group that we understand your goals, your vision, and your current situation. Allen Capital Group is in a position to do just that. We pride ourselves on having strong, personal interaction with our clients and being dedicated to clients’ individual needs. We believe that our independence is key to offering advice that is based upon what is best for you, the client.
2. You know what you’re paying for.
This fee structure is simple, transparent, and easy to understand. It also gives Allen Capital Group an incentive to grow your assets.
3. Advice for your complex needs.
We provide services that address a variety of complex investment needs that often arise when you accumulate significant wealth, such as assisting you with the sale of a business, complicated tax situations, trusts, and intergenerational issues. Allen Capital Group specializes in individualized portfolio management, estate planning, tax planning and preparation, and risk management services. No matter how complex your individual needs are, you will find that Allen Capital Group will be able to provide advice that is tailored for you.
4. A different kind of relationship.
Our goal as an RIA is to help find solutions that are aligned with your needs and objectives, while enjoying a deep, personal relationship with you. In order for this to happen it often takes regular, ongoing interactions with you. Due to the family office environment of Allen Capital Group, we have a strong sense of personal accountability with our clients.
5. You know where your money is held.
These custodians also provide important infrastructure services like preparing monthly statements and executing trades. Those services help Allen Capital Group focus on understanding your needs and providing the best advice possible.