Allen Capital Group

Allen Capital Group Next Level Solutions, For Next Level Needs

Allen Capital Group Investment | Trust | Tax
A comprehensive financial planning firm specializing in portfolio management and estate planning, serving:
➤ Individuals
➤ Businesses
➤ Trusts
➤ Foundations
➤ Pensions

Investment Philosophy
Our approach is simple, but our strategies are advanced. We focus on managing risk to achieve capital appreciation through capital preservation by:
➤ Minimizing dow

nside volatility to protect assets
➤ Aligning portfolios with clients’ risk tolerance
➤ Ensuring long-term financial growth

Estate Planning Services
We provide exceptional service to ensure your family’s financial security:
➤ Identifying the right estate planning tools and documents
➤ Collaborating with experienced attorneys for legal drafting
➤ Managing trust funding and ensuring proper asset ownership
➤ Continuously tracking assets for long-term effectiveness

Why Choose Us?
➤ We are an independent firm, free from bank or brokerage affiliations
➤ We offer objective, client-first financial guidance
➤ We help clients build, protect, and preserve wealth

07/17/2026

Q2 Earnings & the Fed: What's Next for the Market?

We're proud to share that Allen Capital Group has been recognized by Financial Advisor magazine as one of the Fastest Gr...
07/16/2026

We're proud to share that Allen Capital Group has been recognized by Financial Advisor magazine as one of the Fastest Growing RIAs in 2026, earning the #26 spot on this year's list.

This recognition reflects the trust our clients place in us, the dedication of our team, and our commitment to providing personalized financial guidance that helps individuals, families, and businesses pursue their long-term goals.

To our clients, team members, and community, thank you for being part of this journey. We're honored by this recognition and remain focused on helping our clients build confidence in their financial future.

When planning for retirement, most people focus on replacing income and growing their savings. But one of the most overl...
07/16/2026

When planning for retirement, most people focus on replacing income and growing their savings. But one of the most overlooked retirement expenses isn't found in a typical monthly budget.

As life changes in retirement, so do your spending needs. Healthcare costs, long-term care, home modifications, and other unexpected expenses can have a significant impact on your financial future if they aren't accounted for in your plan.

A successful retirement strategy isn't just about building wealth, it's about preparing for the realities of retirement and creating a plan that adapts as your needs evolve.

At Allen Capital Group, we help clients look beyond the obvious and plan for the expenses that could have the greatest impact on their long-term financial security.

Allen Capital Group was proud to support and participate in the 39th Annual Heartland United Way Golf Tournament at Cent...
07/13/2026

Allen Capital Group was proud to support and participate in the 39th Annual Heartland United Way Golf Tournament at Centura Hills Golf Club.

This event brought together 35 teams and 140 golfers, all helping support Heartland United Way's mission to improve lives and create possibilities for individuals and families across Hall, Hamilton, Howard, and Merrick Counties.

Thank you to Heartland United Way for the impact you make in our communities. We're honored to be part of it.

07/10/2026

Trump Accounts Explained: What Launched on July 4 & How They Work

The wealth you've built deserves a thoughtful plan for the future. Through strategic estate and legacy planning, you can...
07/10/2026

The wealth you've built deserves a thoughtful plan for the future. Through strategic estate and legacy planning, you can help preserve more of your assets for the people and causes that matter most. Connect with the Allen Capital Group team to explore strategies designed to help you transfer wealth efficiently and intentionally.

The Capital View - Q2 2026 - Crowded Stories, Quiet Edges
07/09/2026

The Capital View - Q2 2026 - Crowded Stories, Quiet Edges

Peter Lynch had one of the great runs in investing history. During his tenure at Fidelity Magellan, the fund compounded at extraordinary rates and smashed the S&P 500. Yet the famous story goes that when Fidelity studied the results of Magella...

Community involvement takes many forms, and sometimes it comes with a little friendly competition.Steven Cahoy was honor...
07/07/2026

Community involvement takes many forms, and sometimes it comes with a little friendly competition.

Steven Cahoy was honored to be one of just two "Champions" selected by Belmont Community Center to represent the organization during the Nonprofit Games in Lincoln. The event brought local nonprofits together to raise awareness and support for their missions, ultimately generating more than $20,000 through Give to Lincoln Day.

We're proud of Steven's commitment to giving back and helping make a positive impact in our communities.

Happy Independence Day!This Fourth of July, we celebrate the freedoms we enjoy, the generations who helped shape our nat...
07/04/2026

Happy Independence Day!

This Fourth of July, we celebrate the freedoms we enjoy, the generations who helped shape our nation, and the 250th anniversary of the United States of America.

As we gather with family and friends, we reflect on the values of opportunity, perseverance, and service that continue to define our country.

Wishing you a safe and happy Fourth of July as we celebrate 250 years of American independence.

07/03/2026

America at 250: The Economic Story of a Nation

Address

3540 Prairieview Street, Suite 200
Grand Island, NE
68803

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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