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
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How federal estate taxes work, plus estate management documents and tactics.
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