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Planning For Your Financial Future

How certain are you that your financial plan would survive in any economic climate?

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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

Where You Are
We create financial strategies tailored to your goals.

Where You Want To Be
Years of experience have prepared us to guide you through your life transitions.

How You Get There
We believe values matter, and we live by ours every day.