Allen Capital Group

Allen Capital Group Next Level Solutions, For Next Level Needs

Allen Capital Group Investment | Trust | Tax
A comprehensive financial planning firm specializing in portfolio management and estate planning, serving:
➤ Individuals
➤ Businesses
➤ Trusts
➤ Foundations
➤ Pensions

Investment Philosophy
Our approach is simple, but our strategies are advanced. We focus on managing risk to achieve capital appreciation through capital preservation by:
➤ Minimizing dow

nside volatility to protect assets
➤ Aligning portfolios with clients’ risk tolerance
➤ Ensuring long-term financial growth

Estate Planning Services
We provide exceptional service to ensure your family’s financial security:
➤ Identifying the right estate planning tools and documents
➤ Collaborating with experienced attorneys for legal drafting
➤ Managing trust funding and ensuring proper asset ownership
➤ Continuously tracking assets for long-term effectiveness

Why Choose Us?
➤ We are an independent firm, free from bank or brokerage affiliations
➤ We offer objective, client-first financial guidance
➤ We help clients build, protect, and preserve wealth

Happy Father’s Day to all the dads, grandfathers, mentors, and father figures who lead with strength, guidance, and care...
06/21/2026

Happy Father’s Day to all the dads, grandfathers, mentors, and father figures who lead with strength, guidance, and care each day.

Today we celebrate the impact you make on your families, your communities, and the people around you. We hope your day is spent with those who matter most.

Today, we celebrate an incredible milestone for our Co-Founder, Rick Allen.For more than 50 years, Rick has dedicated hi...
06/18/2026

Today, we celebrate an incredible milestone for our Co-Founder, Rick Allen.

For more than 50 years, Rick has dedicated his career to helping clients navigate life’s financial decisions with wisdom, care, and integrity. What began after a brief career as a teacher and coach grew into a lifelong commitment to serving others — one that ultimately helped build the foundation of Allen Capital Group.

Rick’s impact goes far beyond financial planning. His relationship-first philosophy, leadership, and unwavering dedication to clients helped shape the culture of our firm and the trust that generations of families place in us today. He has spent decades guiding clients through milestones, challenges, and opportunities, always treating them like family and making their priorities his own.

His legacy is reflected not only in the success of Allen Capital Group, but in the countless relationships he has built along the way.

Rick, thank you for your vision, leadership, and the example you continue to set each day. We are proud to celebrate your work anniversary and the lasting impact you’ve made on our clients, team, and community.

Artificial intelligence continues to shape conversations across the market influencing everything from infrastructure sp...
06/17/2026

Artificial intelligence continues to shape conversations across the market influencing everything from infrastructure spending to company valuations and investor expectations.

The challenge for investors isn’t simply identifying innovation. It’s separating long-term opportunity from short-term excitement.

History has shown that periods of rapid change can create both opportunity and volatility. That’s why maintaining a thoughtful, diversified investment approach matters more than ever.

A few weeks ago, we had the privilege of sponsoring and hosting another successful Allen Capital Group Championship at R...
06/16/2026

A few weeks ago, we had the privilege of sponsoring and hosting another successful Allen Capital Group Championship at Riverside Golf Club.

Over four days, the tournament brought together talented golfers, valued partners, volunteers, and members of our community for a memorable week of competition, camaraderie, and tradition. Events like this remind us why we’re proud to support opportunities that foster connection and excellence both on and off the course.

Thank you to everyone who participated, volunteered, sponsored, attended, and helped make this year’s championship a success. We appreciate the continued support and are already looking forward to next year.

06/12/2026

SpaceX, Anthropic & The Next IPO Wave: What Investors Need to Know

Last week's Allen Capital Group Championship was a tremendous success, and that wouldn't have been possible without the ...
06/12/2026

Last week's Allen Capital Group Championship was a tremendous success, and that wouldn't have been possible without the support of great partners like Good Life Golf.

Based in Nebraska, Good Life Golf is known for creating premium golf apparel and accessories that celebrate the game while embracing the lifestyle and values of the Midwest. Their passion for golf, community, and quality craftsmanship has helped build a strong following both on and off the course.

We were grateful to have Good Life Golf at this year's championship and appreciate their support in helping make the event memorable.

Thank you, Good Life Golf, for being part of another outstanding tournament weekend.

https://goodlifegolf.com/

Markets don’t move in straight lines and 2026 has been a reminder of that.From trade policy uncertainty to rapid develop...
06/08/2026

Markets don’t move in straight lines and 2026 has been a reminder of that.

From trade policy uncertainty to rapid developments in artificial intelligence, investors have faced no shortage of headlines this year. But while markets may react quickly, long-term investing has never been about predicting every twist and turn.

Discipline, diversification, and patience remain some of the most valuable tools investors have.

At Allen Capital Group, we believe clarity comes from focusing on what matters most, not reacting to every headline.

A great lunch meeting and social media training with our Grand Island team.We always appreciate the opportunity to colla...
06/04/2026

A great lunch meeting and social media training with our Grand Island team.

We always appreciate the opportunity to collaborate, learn, and continue growing together as a team.

Please join us in welcoming Sarah Havermann to Allen Capital Group as a Wealth Advisor.With more than 20 years of experi...
06/03/2026

Please join us in welcoming Sarah Havermann to Allen Capital Group as a Wealth Advisor.

With more than 20 years of experience helping individuals and families navigate important financial decisions, Sarah brings a strong commitment to service, relationships, and personalized guidance.

We're excited to have her on the team. Welcome, Sarah!

05/29/2026

The American Investment Wave: Inside the Coming Capital Spending Explosion

Address

3540 Prairieview Street, Suite 200
Grand Island, NE
68803

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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