Integrated financial services for individuals and families
As a full-service financial practice, we serve individuals and families by helping them achieve their personal goals.
We proudly serve all income levels through every stage of life. Whether you’re just starting out in your career, already well into it, or happily enjoying retirement, our team is ready to craft a financial strategy tailored to your needs.
Ready to get started?
Financial confidence through trusted investment advice
As an independent, caring firm, The Advisory Group (TAG) will help you build financial confidence in wealth management through education while providing trusted investment advice.
We’ve proudly served the Quad Cities region for more than three decades, earning our clients’ trust by providing sound financial advice we stand by. Our approach is simple: We put our clients’ best financial interests first, no matter what.
Our Process
Understanding financial planning can feel overwhelming, but our process is designed to keep things clear and approachable. Through thoughtful strategies and ongoing guidance, we provide resources and insights to help individuals and families make informed financial decisions.
Where we start:
A complimentary consultation
How we work:
Full transparency, honesty and independence
What to expect:
Continued communication, proactive strategies
Ready to help secure your financial future?
Our complimentary, one-hour consultation is a great place to start.
Join us at the Learning Center
We believe honesty and transparency lead to your financial peace of mind and empowerment. Since we opened our doors in 1991, education has been a key approach to empowering you to make informed decisions. That’s why we offer complimentary seminars to the community at our very own Learning Center — to help increase financial literacy for our client’s and anyone with a desire to plan their financial success.
Educational Resources
Welcome to our blog, where you’ll find financial insights, practical guidance, and helpful resources. Whether you’re planning for the future, managing wealth, or navigating financial decisions, our articles and free downloads offer valuable perspectives to support your journey. Dive in and discover ideas to help you move forward with confidence.
Retirement Planning Made Easy: How Rising Rates & Bond Losses Can Affect Retirement Income
There seems to be an underlying assumption that investing in bonds is a safe and full proof strategy to add to your financial plan, but…
Retirement Planning Made Easy: Reducing Taxes, Navigating Market Volatility & Maximizing Social Security
Different strokes for different folks. Everyone has their own convictions and ideas when it comes to what they need to focus on during <a target="_blank"…
Retirement Planning Made Easy: Healthcare Costs & Avoiding Blind Spots
Avoiding planning for future healthcare costs and just focusing on portfolio proliferation could result in a financial future fraught with out-of-pocket expenses and minimal retirement…
Retirement Planning Made Easy: Social Security & Retirement Strategies
Whether you’re single or married, Social Security can play a major role in the comfortability of your retirement. Avoiding common mistakes that happen far too…
Retirement Planning Made Easy: The Ins & Outs of Retirement Tax Planning
A retirement plan should be personalized, flexible, and built to evolve over time! Brian P. Nauman, Brad N. Nauman, and Lucas G. Dengler see far…
Retirement Planning Made Easy: RMDs, Roth IRAs & Social Security
A “one-size-fits all” approach to financial planning is never the answer. That’s why on the eighth episode of Retirement Planning Made Easy, Brian…
READ OUR LATEST GUIDE
The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
