TAG Advisors provides critical support services so your financial professional can keep their attention focused on you and your unique needs.
The best financial professionals have great support organizations
The TAG Network is an organization dedicated to supporting independent, entrepreneurial financial professionals. We support over 400 financial professionals across the country.
Effective financial professionals focus on providing their unique capabilities and hire or outsource the other services and functions they need for a complete business. Some of the services that TAG Advisors provides to support your financial professional include:
TAG Invest
Many financial professionals find it most productive to guide clients’ overall strategies and partner with investment specialists to handle the detailed work of selecting securities and managing transactions. We provide this service that translates a personalized strategy into a customized portfolio.
TAG Protect
No financial plan is complete without addressing the risks you face. We give your financial professional access to powerful tools and strategies to help you mitigate the risks to your plan, including disability, premature death, and long-term care expenses. We can also support your financial professional with sophisticated estate planning strategies.
TAG Retire
Corporate retirement plans can be complex. Our team of specialists is here to provide your financial professional with industry best practices that enable business owners to manage their retirement plans with confidence. Whether you need help with benchmarking your plan, performing investment due diligence, or need formal fiduciary training, we provide your financial professional with the tools they need to ensure your plan’s compliance.
TAG Planning
Preparing financial plans involves collecting and inputting detailed financial data, developing and testing scenarios, and technical background work. We can provide the support and planning expertise to support your financial professional’s development of your personal, comprehensive financial plan.
TAG Assist
Your financial professional has access to a wide menu of services to serve you more effectively. We support them as much as they need, so they can focus on helping you reach your financial goals.
Your financial professional’s goal is to provide great advice and service. The TAG Network helps make sure they can do it as effectively as possible.
The TAG Network:
- Provides important support to its affiliated financial professionals.
We facilitate their operations and assure compliance with regulations to make sure everything they do for you meets all the necessary rules. When a transaction gets hung up in the works, we help move it along. - Is a team of experts to support your financial professional’s service.
We have technical specialists in investing, retirement plans, risk management, and more. - Is a community of financial professionals.
- Meets weekly via video conference to review developments in the industry and regulatory environment and provide briefings on solutions and strategies.
- Comes together in semi-annual educational conferences to keep our network members current on the latest financial topics.
- Is there in the event your financial professional cannot fulfill their role.
If your financial professional is incapacitated, our staff and other network members can step in and ensure minimal interruption in ongoing service to you. Many financial professionals in the network have formal continuity agreements with us.