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Our Services

At Allegiance Financial Group, we provide assistance in the following areas:

Investments:

  • Equities
    • Common Stock
    • Preferred Stock
  • Bonds
    • Government Securities
    • Tax-Free Municipal Securities
    • Corporate Securities
  • Mutual Funds
  • Exchange Traded Funds [ETFs]
  • Variable Annuities
  • Alternative Investments


Comprehensive Financial Modeling: 

  • Education Plans
  • Estate Plans
  • Retirement / Tax Plans
  • 401(k) Plans
  • Profit Sharing Plans

Accounts Types:

  • Fee-Based Advisory Accounts
  • Brokerage Accounts
  • Trust Accounts
  • Retirement Accounts
    • Traditional IRAs
    • SEP IRAs
    • Inherited IRAs
    • Roth IRAs
  • College Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance Services: 

  • Life Insurance
  • Buy/Sell - Key Man Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Group Health Insurance