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