Description: Allen Capital Group, LLC, traces its roots back to 1975 when Eric Allen began his career as a financial planner with IDS. After 30 years of deepening his expertise and building client relationships, Eric partnered with his son, Mark, to found Allen Capital Group, LLC, in 2005. 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. I
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Custom, innovative solutions tailored to client-specific risk and return objectives while considering time horizon, liquidity, and unique needs
Building our legacy takes time, patience, and considerable effort. Our team will develop an estate plan to help protect it.
Tax planning touches our entire financial life, from income and investments to estate planning. Our team will work to keep more in your pocket.