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 work anniversary to Steve Wilbur, CFS, and Abbie Siemers!We're grateful to celebrate another year with two team me...
09/01/2026

Happy work anniversary to Steve Wilbur, CFS, and Abbie Siemers!

We're grateful to celebrate another year with two team members who each play an important role at Allen Capital Group. Steve's decades of experience and commitment to helping clients make confident financial decisions, combined with Abbie's dedication to keeping our financial operations running smoothly, help make our firm stronger every day.

Thank you both for your hard work, professionalism, and the positive impact you make on our clients, colleagues, and firm. We're grateful to have you on the Allen Capital Group team.
Happy work anniversary!

The countdown is on! We’re just one week away from the start of another Husker football season, and we couldn’t be more ...
08/29/2026

The countdown is on! We’re just one week away from the start of another Husker football season, and we couldn’t be more excited.

As the season gets underway, we’re also excited to continue our sponsorship of the Carriker Chronicles. It’s one of our favorite places to keep up with everything happening around Husker football, from team updates and recruiting to game analysis and the latest conversations around the program.

At Allen Capital Group, we know that football and financial planning have something in common: having a plan, staying disciplined, and making adjustments along the way can make all the difference.

We’re proud to partner with Adam Carriker and the Carriker Chronicles and look forward to following along all season.

Go Big Red!

Happy work anniversary, Trevor!Trevor Stevens, who joined Allen Capital Group in 2023, has contributed steady energy and...
08/28/2026

Happy work anniversary, Trevor!

Trevor Stevens, who joined Allen Capital Group in 2023, has contributed steady energy and a thoughtful approach to our portfolio operations, helping create a smooth and attentive experience for our clients.

We truly appreciate Trevor’s drive, growth, and commitment to doing great work as he continues to build his career in wealth management.

Thanks for everything you contribute, Trevor!

One of the most common misconceptions about Social Security is the earnings limit.If you begin collecting benefits befor...
08/26/2026

One of the most common misconceptions about Social Security is the earnings limit.

If you begin collecting benefits before reaching your full retirement age and continue working, your benefits may be temporarily reduced if your earnings exceed the annual limit.

The good news? Those reductions aren't lost forever. Once you reach full retirement age, your benefit is recalculated to account for the amounts that were withheld.

Understanding how Social Security fits into your overall retirement strategy can help you make more informed decisions about when to claim benefits and how long to continue working.

At Allen Capital Group, we're here to help you navigate the complexities of retirement planning with confidence.

Happy work anniversary, Dan!Since helping open Allen Capital Group’s Omaha office in 2017, Dan Conroy, CFP® has been ded...
08/22/2026

Happy work anniversary, Dan!

Since helping open Allen Capital Group’s Omaha office in 2017, Dan Conroy, CFP® has been dedicated to helping clients navigate their financial journeys with confidence through thoughtful, personalized planning.

We’re grateful for Dan’s commitment to building strong client relationships and providing guidance tailored to each individual’s unique goals and circumstances.

Thank you for all you do, Dan!

08/21/2026

Betting Today, Borrowing From Tomorrow

Retirement planning is about more than growing your portfolio, it's about making the most of what you've built.Factors l...
08/20/2026

Retirement planning is about more than growing your portfolio, it's about making the most of what you've built.

Factors like tax planning, withdrawal strategies, and coordinating multiple income sources can have a meaningful impact on your long-term financial confidence.

At Allen Capital Group, we take a comprehensive approach to retirement planning, helping clients create personalized strategies designed to support their goals today and for years to come.

Happy work anniversary, Laura!Since joining Allen Capital Group in 2015, Laura Dill has played an important role in help...
08/17/2026

Happy work anniversary, Laura!

Since joining Allen Capital Group in 2015, Laura Dill has played an important role in helping clients navigate the estate planning process with care, attention to detail, and a commitment to their long-term goals.

We’re grateful for Laura’s dedication, expertise, and the positive impact she makes on our clients and team every day.

Thank you for all you do, Laura!

08/14/2026

The Price of Hype: When Great Companies Get Too Expensive

Today is National Financial Awareness Day, a great reminder that every financial journey begins with a plan.Whether you'...
08/14/2026

Today is National Financial Awareness Day, a great reminder that every financial journey begins with a plan.

Whether you're saving for retirement, growing your investments, planning for your family's future, or preparing your legacy, taking time to understand your financial picture today can make a meaningful difference tomorrow.

At Allen Capital Group, we're committed to helping our clients make informed decisions with confidence. If you've been putting off a financial conversation, today is a great day to start.

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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