Planning For Your Financial Future
How certain are you that your financial plan would survive in any economic climate?
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 benefitsSuccession planningGroup benefitsIncome protection, including life and disability insurance coverageStudent loan reduction and budget management for medical residentsRetirement income maximization and portfolio management
Where You AreWe create financial strategies tailored to your goals.
Where You Want To BeYears of experience have prepared us to guide you through your life transitions.
How You Get ThereWe believe values matter, and we live by ours every day.