Allen Capital Group

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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

The Capital View - Q3 2026 - Yesterday & Tomorrow
10/24/2026

The Capital View - Q3 2026 - Yesterday & Tomorrow

In September, Cindy and I traveled to Tuscany to celebrate our 25th wedding anniversary. We wound our way through rolling hills, past centuries-old villages, quiet farms, and vineyards stretching toward the horizon. We ate Tuscan steak, drank Chia...

As the end of the year approaches, tax planning deserves a place in your financial strategy.From reviewing potential ded...
10/22/2026

As the end of the year approaches, tax planning deserves a place in your financial strategy.
From reviewing potential deductions and charitable giving to evaluating investment decisions and retirement contributions, proactive planning can help you make informed decisions before year-end.

At Allen Capital Group®, our in-house CPAs work directly with your Wealth Advisor to coordinate tax planning and preparation with your broader financial goals.

Reach out to learn how our team can help you prepare for year-end and plan ahead.

Our Ogallala office was proud to join businesses and community members throughout downtown Ogallala in lighting up purpl...
10/20/2026

Our Ogallala office was proud to join businesses and community members throughout downtown Ogallala in lighting up purple to recognize Domestic Violence Awareness Month.

We are grateful to Sandhills Crisis Intervention Program (SCIP) for bringing our community together to support this important cause. Thank you for the meaningful work you do to support survivors, raise awareness, and remind those affected by domestic violence that they are not alone.

At Allen Capital Group, we believe strong communities are built through compassion, support, and standing together for what matters. Together, we can help raise awareness and make a difference.

We’re proud to celebrate Mark Allen and the Allen Family for being honored with the Heart of the Foundation Award at the...
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!

Medicare Open Enrollment runs from October 15 through December 7 each year. During this period, you can review your Medi...
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

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

Happy World Financial Planning Day from Allen Capital Group®!At Allen Capital Group®, we believe effective financial pla...
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.

We’re grateful for the opportunity to work with Dimensional Fund Advisors and for the opportunities they provide our tea...
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.

Happy work anniversary, Mark Allen, CFP®, MS!  As co-founder and CEO of Allen Capital Group®, Mark’s leadership, vision,...
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!

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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