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]
• Annuities
• Alternative Investments

Accounts Types:

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

Comprehensive Financial/Goal Modeling: 

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

Insurance Services:

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