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
Financial Planning
- Education Plans
- Estate Plans
- Retirement / Tax Plans
- 401(k) Plans
- Profit Sharing Plans
Types of Accounts
- Fee-Based Advisory Accounts
- Brokerage Accounts
- Retirement Accounts
- Traditional IRAs
- SEP IRAs
- Inherited IRAs
- Roth IRAs
- 403b Planning
- College Plans
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance
- Buy/Sell - Key Man Insurance
- Long Term Care Insurance
- Disability Income Insurance
- Group Health Insurance
