Our Services

Financial Planning

We can work with you to build a comprehensive financial plan so your goals can be met. Preparing a sound financial plan helps to preserve and protect your wealth, regardless of what the future has in store.

Portfolio Management

Understanding the stock market can be a daunting task. Through our years of experience in the field, we can help you navigate the complexities of the investment process. Based on our careful evaluation of financial products, investment opportunities and strategies, and in-depth risk analysis associated with investing, we discuss and recommend appropriate financial options with you, our client.

Tax Preparation & Planning

The preparation and filing of the correct tax-related documents can add a layer of complication to not only the investment process but to our daily lives as well. To help, we have in-house CPA’s to answer your tax-related questions and assist you with the filing process. Our tax and accounting services are provided through Veritas Professional Group, an affiliate of Allen Capital Group, LLC.

Estate Planning

Our goal in the estate planning process is to make sure you and your family are cared for during all stages of life in accordance with your goals. To do so, we can coordinate estate planning with our clients by helping them decide which documents and tools are best suited for them. Then, because circumstances and family situations can change, we provide regular monitoring services to ensure everything is up to date and in-line with your investment goals.

Risk Management

Planning for the unexpected is a necessary element of financial planning and is the reason why we implement a risk management process. Preparing for the untimely death or disability is many times overlooked when planning your family’s future. We make sure your plans are carefully considered and covered.


Social Security Analysis

Deciding how to claim Social Security is arguably one of the largest financial decisions a person will make in their lifetime. Realizing people need help with this important decision, we made a commitment to do the research necessary to provide solid education, guidance, and tools needed to assist someone in making sound, informed decisions about when to start their Social Security benefits.

Retirement Plan Services

As ERISA Fiduciary Advisors, we adhere to the standards set forth to serve solely in the interest of plan participants. We work with plan sponsors to serve retirement plans with a simple, transparent approach.

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