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