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
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Five phases to changing unhealthy behaviors.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Investors seeking world investments can choose between global and international funds. What's the difference?