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TAG Learning Center

Empower Your Future

Comprehensive financial education

At The Advisory Group, we believe that financial peace of mind starts with knowledge. That’s why education has been at the heart of our approach since day one. In 2020, we took this commitment further by establishing the TAG Learning Center – a hub for financial literacy in our community.

Founded on Brian P. Nauman’s vision of community empowerment, our Learning Center is your gateway to financial confidence. Join us at our next event and take control of your financial future.

VIEW UPCOMING EVENTS

The TAG Learning Center offers:

  • Quarterly workshops: In-depth seminars on key financial topics
  • Expert speakers: Insights from financial professionals and community leaders
  • Interactive sessions: Engage, ask questions, and clarify complex concepts
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TAG Optimization Process

Our approach is simple: we put your financial interests first. We take a proactive approach and are ready to be trusted with the responsibility of guiding your financial future. We’re excited to get to know you, understand your goals, and help you plan for today and tomorrow.

EXPLORE OUR PROCESS
Brian Learning Center

TAG Learning Center

Honesty and transparency are key to financial confidence. Since 1991, we’ve prioritized education, offering educational events to help individuals make informed decisions. Our Learning Center is open to anyone looking to build financial knowledge and plan for the future. Explore events and start learning today.

Attend an Event
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Dedicated Financial Professionals

At The Advisory Group, Inc., we take a thoughtful approach to financial planning. We believe education and guidance go hand in hand. Our team is ready to listen, provide insights, and help you create a strategy that aligns with your goals for the future.

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Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

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Check the background of your financial professional on FINRA’s BrokerCheck

Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

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