Broker Check

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

Insurance Services:

  • Life Insurance
  • Buy/Sell Insurance
  • Key Person Insurance
  • Company and Individual Health Insurance Plans
  • Long-Term Care Insurance
  • Disability Income Insurance

Accounts Types:

  • Fee-Based Advisory Accounts
  • Brokerage Accounts
  • Trust Accounts
  • Retirement Accounts
    • Traditional IRAs
    • Roth IRAs
    • SEP IRAs
    • Inherited/Beneficiary IRAs
    • Individual/Solo 401(k) Plans
  • 529 College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Comprehensive Financial/Goal Modeling: 

  • Education Planning
  • Estate/ Wealth Transfer Planning
  • Retirement Planning
  • Business Succession Planning
  • Cash-Flow Analysis
  • Net-Worth Projections