The Allen Financial Group, LLC (AFG) is a wealth management firm serving medical professionals, executives, and business owners, right here in the Miami Valley and beyond. For nearly a decade, AFG has successfully managed business and individual portfolios to maximize the investments and future wealth of clients.
AFG specializes in:
- Executive benefits
- Succession planning
- Group benefits
- Income protection, including life and disability insurance coverage
- Student loan reduction and budget management for medical residents
- Retirement income maximization and portfolio management
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirement Road Trip
Discover how to build a retirement plan that guarantees income no matter how long you live.
Be My Beneficiary
Financial planning for couples.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Do you know where the idea of “retirement” comes from?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Being healthy not only makes you feel good, it may also help you financially.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
Here’s a crash course on saving for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In the world of finance, the effects of the "confidence gap" can be especially apparent.