What are the opening hours?

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

Allen Capital Group

Home
United States
Grand Island, NE
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 downside 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

10/16/2026

We’re proud to celebrate Mark Allen and the Allen Family for being honored with the Heart of the Foundation Award at the Grand Island Public Schools Foundation’s Harvest 2026.

Mark, along with Eric, Connie, and Jordan Allen, was recognized for the family’s continued service, generosity, and dedication to supporting local schools and students.

It was a special evening celebrating the impact that can be made when a community comes together in support of education. Thank you to the Grand Island Public Schools Foundation for this meaningful recognition and to everyone who continues to invest in opportunities for students throughout our community.

Congratulations to Mark and the entire Allen Family on this well-deserved honor!

10/14/2026

Medicare Open Enrollment runs from October 15 through December 7 each year. During this period, you can review your Medicare coverage and make changes for the upcoming year.

It’s important to look beyond the monthly premium. Consider changes to:

- Prescription drug costs and coverage
- Doctor and hospital networks
- Deductibles, copays, and out-of-pocket expenses
- Your healthcare needs and anticipated medical expenses

Your Medicare coverage is an important part of your overall retirement plan. At Allen Capital Group®, our Wealth Advisors can help you consider healthcare costs alongside your broader financial goals.

Take time to review your options before the December 7 deadline.

10/09/2026

Mortgage Rates Are Climbing Again: What Homebuyers Need to Know

10/08/2026

Help us crown Allen Capital Group’s own Michael Stanton, Director of Development, as Mr. Habitat 2026!

Michael is officially a candidate for Grand Island Area Habitat for Humanity’s annual Mr. Habitat fundraiser, and every donation made in his support counts as a vote.
Each candidate is working toward a $20,000 fundraising goal, with every dollar supporting Habitat’s mission to build homes, communities, and hope right here in our area.

We’re proud to cheer Michael on, and we need your help! Cast your vote for Michael by making a donation and help him get one step closer to the Mr. Habitat 2026 crown.

https://www.gihabitat.org/mrhabitat2026?fbclid=IwY2xjawUs1X9leHRuA2FlbQIxMABwZG9mAWJyaWQRMVB5WWphMWtkSXNrZGdRVzFzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeXB3QhKHZMHAQN8Oz84BXP3roj9Cdt4iit1ZGyslKMEwnyvkFYRnq_5a6pAM_aem_gD53YGo-x7vAl-7XSoZfNA

10/07/2026

Happy World Financial Planning Day from Allen Capital Group®!

At Allen Capital Group®, we believe effective financial planning starts with understanding the person behind the numbers. A strong plan connects your investments, taxes, retirement goals, estate planning, and everyday financial decisions to the life you want to build.

Our advisors help you look beyond the immediate decision, anticipate what may be ahead, and make thoughtful adjustments as your goals and circumstances change. The goal is not to predict the future. It’s to be prepared for it.

If you’ve been meaning to revisit your financial plan, there’s no better time to start a conversation with our team.

10/05/2026

We’re grateful for the opportunity to work with Dimensional Fund Advisors and for the opportunities they provide our team to learn from some of the most respected voices in the investment world.

Recently, Travis Portwood attended a special event at the University of Kansas featuring David Booth, founder and chairman of Dimensional Fund Advisors, along with KU Head Coach Bill Self and former KU basketball champion Mario Chalmers. David Booth is a legend in the investment world, and the evening offered valuable perspective on investing, uncertainty, and the importance of staying disciplined through the unknown.

Travis was especially grateful to attend the event with his daughter, Morgan, who is currently a business student at KU. It was a great opportunity to connect professional learning with a special experience they could share together.

We’re glad Travis had the opportunity to be part of such a memorable event in Lawrence.

10/01/2026

Happy work anniversary, Mark Allen, CFP®, MS!

As co-founder and CEO of Allen Capital Group®, Mark’s leadership, vision, and commitment to serving clients and the community continue to shape who we are today.

We’re grateful for his dedication, passion, and the lasting impact he makes on our team, clients, and communities.

Thank you for all you do, Mark!

09/30/2026

How much does retirement really cost?

Many people have a retirement savings goal in mind, but the reality of retirement spending can be different than expected. According to a recent report, households in their 60s spend an average of about $61,000 per year, with housing, transportation, healthcare, and food making up the largest share of expenses.

Understanding your anticipated lifestyle and future expenses is an important part of building a retirement plan that supports your long-term goals.

At Allen Capital Group, we help clients create personalized retirement strategies that consider income needs, spending, taxes, and other factors to help them prepare for the years ahead.

09/29/2026

We were honored to participate in the 2026 Chamber of Commerce Golf Tournament and are incredibly grateful to have taken home the title of Overall Champions. Congratulations to everyone who participated and helped make the event such a success.

A big thank you to the organizers, the team at Indianhead Golf Club, the Chamber of Commerce, the event sponsors, and everyone who made the day possible. We always appreciate opportunities to connect with fellow businesses, support our community, and enjoy some friendly competition.

09/28/2026

Please join us in welcoming Kevin Petersen to Allen Capital Group as our newest Tax Accountant!

We’re excited to have Kevin join our team and look forward to the experience, knowledge, and dedication he’ll bring to our Tax & Accounting department.

Welcome to the team, Kevin!

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

Website

https://linktr.ee/AllenCapGroup

Alerts

Be the first to know and let us send you an email when Allen Capital Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Allen Capital Group:

Want your business to be the top-listed finance company in Grand Island?