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

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TAG Protect

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TAG Retire

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TAG Planning

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TAG Assist

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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:

  1. 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.
  2. Is a team of experts to support your financial professional’s service.
    We have technical specialists in investing, retirement plans, risk management, and more.
  3. Is a community of financial professionals.
  4. Meets weekly via video conference to review developments in the industry and regulatory environment and provide briefings on solutions and strategies.
  5. Comes together in semi-annual educational conferences to keep our network members current on the latest financial topics.
  6. 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.