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

05/29/2026

The American Investment Wave: Inside the Coming Capital Spending Explosion

Registration for the 2nd Annual Allen Capital Group Championship closes May 31!We’re excited for another great weekend o...
05/29/2026

Registration for the 2nd Annual Allen Capital Group Championship closes May 31!

We’re excited for another great weekend of golf, competition, and tradition at Riverside Golf Club on June 6–7, 2026.

If you’re planning to play, now’s the time to register and secure your spot before the field fills.

We look forward to seeing you on the course! https://www.riversidegolfclub.org/Golf/ALLEN_CAPTITAL_CHAMP

Tax planning isn’t a one-time event, it’s woven throughout every part of your financial life.At Allen Capital Group, we ...
05/27/2026

Tax planning isn’t a one-time event, it’s woven throughout every part of your financial life.

At Allen Capital Group, we understand there’s no “one-size-fits-all” solution when it comes to taxes. That’s why our Wealth Advisors take the time to understand each client’s unique situation and build strategies designed to help improve after-tax outcomes over time.

What sets our approach apart is collaboration. Our in-house CPAs work directly alongside your Wealth Advisor to help address tax-related considerations and support the filing process, creating a more coordinated, thoughtful approach to your overall financial picture.
Because effective planning isn’t just about what you earn, it’s about what you keep.

On Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country.W...
05/25/2026

On Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country.

We are deeply grateful for their sacrifice and the freedoms it protects. Today and always, we remember and reflect with appreciation.

Happy work anniversary, Morganne SHRM-CP!Since joining Allen Capital Group in May 2023, Morganne Manivong has played a k...
05/22/2026

Happy work anniversary, Morganne SHRM-CP!

Since joining Allen Capital Group in May 2023, Morganne Manivong has played a key role as Director of Operations, helping to strengthen the systems, people, and processes that support our firm every day. Her unique background in both banking and human resources brings a thoughtful, well-rounded perspective to everything she does.

Morganne’s leadership, dedication, and commitment to excellence help keep our organization running smoothly while supporting continued growth and innovation. We’re grateful for the impact she makes behind the scenes and the professionalism she brings to the team.

Thank you for all you do, Morganne! We appreciate you!

On April 18th, our very own Rick and Connie Allen, Daphne Brandt, and Lorena Beckius from the Ogallala branch, and Rotar...
05/20/2026

On April 18th, our very own Rick and Connie Allen, Daphne Brandt, and Lorena Beckius from the Ogallala branch, and Rotary District 5630 Governor, attended “The Taste of Grand Island,” a fantastic community event hosted by the Rotary Club of Grand Island.

The event brought together hundreds of community members to enjoy a wide variety of food vendors and drink tastings while connecting with friends, neighbors in a fun and welcoming atmosphere.

This year, proceeds from the event supported Project Hunger in Grand Island. Project Hunger is a community-driven initiative focused on addressing food insecurity in the Grand Island area by helping ensure that individuals and families in need have access to nutritious meals through local partnerships and support programs.

It was a wonderful evening filled with great food, great people, and a strong sense of community impact—all coming together for an important cause.

Always proud to see our Allen Capital showing up and supporting efforts that strengthen communities.

Recent market activity highlights how different sectors can experience very different outcomes. As of April 19, 2026, th...
05/18/2026

Recent market activity highlights how different sectors can experience very different outcomes. As of April 19, 2026, the Software industry has seen a drawdown of approximately -27.8%, while the S&P 500 Index has remained relatively flat over the same period.

What does this tell us? Concentrated exposure can lead to more pronounced swings, while broader diversification across sectors may help smooth volatility over time.

At Allen Capital Group, we believe in building portfolios that balance opportunity with resilience — staying diversified and focused on long-term outcomes through changing market environments.

Last month, our very own Lorena Beckius from Allen Capital Group in Ogallala stepped up in an incredible way during the ...
05/15/2026

Last month, our very own Lorena Beckius from Allen Capital Group in Ogallala stepped up in an incredible way during the Nebraska wildfires that burned over 800,000 acres.

As District Governor for Rotary District 5630, Lorena received an emergency call to help coordinate support with Hot Meals USA, bringing together volunteers to help feed firefighters on the front lines.

She helped organize volunteers in Ogallala and North Platte, supported social media and advertising efforts, assisted with communications, and even spent time on the ground serving breakfast and dinner alongside volunteers. Together, they helped serve more than 600 firefighters, including members of Rocky Mountain Incident Teams 1 & 2.

Lorena shared that it truly took a village. Nonprofits, churches, businesses, community members, coworkers, and Rotarians across the district all came together to make it happen. Over 21 days, the effort provided more than 25,000 meals, engaged over 500 volunteers, and filled more than 900 shifts to ensure breakfast, lunch, and dinner were served without interruption.

What stood out most was the spirit of community. Lorena witnessed people from all walks of life showing up with kindness and gratitude—kids creating drawings and thank-you cards, local businesses quickly preparing care packages within hours, and firefighters being sent home with meaningful tokens of appreciation.

Hot Meals USA brought a mobile kitchen and, with the help of volunteers, was able to cook, prepare, and serve thousands of meals with heart and dedication. It was truly an amazing effort filled with compassion, teamwork, and resilience.

Hot Meals USA is a nonprofit organization, and donations help them continue their mission of feeding first responders and communities during times of disaster.

Lorena is proud to be part of a community—and a team—that shows up when it matters most.

05/15/2026

The Inflation Illusion: When Markets Lean Too Heavy

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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