T.O.P. TAG Optimization Process
A holistic approach to financial planning
A Thoughtful Approach to Financial Planning
At TAG, we believe financial planning should be clear, transparent, and designed around your personal goals. Our T.O.P. TAG Optimization Process begins with a complimentary consultation, where we take the time to understand your needs and priorities. From tax efficiency and wealth management to retirement and healthcare planning, we provide optimized strategies that adapt your life’s changes, connecting your financial life.
With ongoing communication and a proactive approach, we help you navigate key financial decisions with confidence. Whether you’re planning for retirement, managing investments, or preparing for future healthcare needs, we’re here to guide you every step of the way.
Our Process: A Holistic Approach to Financial Planning
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 secure your financial future?
Our complimentary, one-hour consultation is a great place to start.
Investment Planning
Want to ensure your investments are working for you and your dreams? We’ll help you make sure you’re on track to reach your goals.
Retirement Withdrawal Planning
Our team can help achieve your retirement goals, but we don’t stop there. We will make sure you’re getting the most out of your various benefits, ensuring you have the savings (and peace of mind) to last through your retirement years.
Tax Efficiency Planning
Strategize more, owe less. That’s the ultimate goal when it comes to tax efficiency planning. We’ll help your strategy with income-producing accounts that are tax-deferred.
Healthcare Planning
Healthcare can be expensive! Planning for future healthcare needs ensures you’re prepared if independent living is no longer the best option for your health and quality of life.
Wealth Management
Are you seeking sound advice to minimize taxes and protect your assets? We help manage risk, including market volatility and changes in tax laws, to create the best possible outcome for your financial future.
Retirement Planning
Together, we’ll create personalized retirement strategies to help you enjoy your ideal lifestyle. Our holistic approach goes beyond savings goals, focusing on your unique situation to tailor a plan that meets your financial needs.
Ready to secure your financial future?
Our complimentary, one-hour consultation is a great place to start.
What We Offer
We offer comprehensive financial services, including retirement, investment, tax efficiency, and healthcare planning. Our approach is designed to adapt to your evolving needs, helping you navigate key financial decisions with clarity. Let’s build a strategy that supports your goals—start planning today!
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.
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.
