Allegiant Financial Group



28523 Stonestead Dr.
Katy, TX 77494



Our Services

Allegiant's unique operating principles set us apart from many financial advisory firms and financial institutions.  We deliver independent advice and thoughtfully designed wealth management solutions, free from the conflicts that are often associated with commercialized institutions.  Our professionals take the time to get to know you and your family, your business and your other interests - and help to plan your future, on your terms.  Quite simply, our goals at Allegiant are to help improve your standard of living, help maximize your wealth, help prepare for your retirement, and help preserve your estate.

Allegiant is able to achieve this through our suite of highly personalized financial and insurance products in the areas of life, home, retirement, and medical and disability protection. 

A comprehensive list of our services include:

  • Mortgage Protection
  • Life/Accidental/Critical Care
  • Medicare Supplemental 
  • Financial Planning
  • Asset Management
  • Risk Management
  • Estate Conservation
  • Wills and Trusts
  • Retirement Programs
  • Insurance and Annuity Products