Eric Allen, CFP®, ChFC, CLU
Eric Allen is co-founder of Allen Capital Group, LLC. Eric is involved in every aspect of the portfolio management process for clients. Eric specializes in estate planning, where he advises clients on trust information, implements the funding of the trust, and oversees the administration of the trust.
Eric has been involved with the financial planning and investment services business since 1975, beginning his career at IDS, and spending 30 years as a financial advisor with IDS and its successor company. He was routinely one of the firm’s top advisors and was inducted into its Hall of Fame in 2002. Eric is a graduate of Kearney State College and is a Certified Financial Planner™ Professional.
Eric is a member of the Financial Planning Association.
I take pride in treating my clients as though they are family; their sense of urgency is my sense of urgency.