Financial Planning
The TAG Approach to Financial Planning
Our approach to financial planning clarifies your goals and identifies which monumental life events will impact you, your family, and your business. We ensure our clients can make clear, confident financial decisions.
Our process allows us to align our recommendations with your unique needs. We pay attention to our clients’ values and priorities, allowing us to customize a financial plan that fits within your lifestyle.
Finally, we visualize your circumstances and simulate “what-if” conversations regarding your goals. We plan for the important events in your life while staying agile throughout the unexpected.
Who We Serve

Business Owners

Physicians

Successful Families
We created the TAG Planning Process to not only uncover your goals, but to help better understand how important events impact you, your family, or your business. We create an environment to discover what is most important to you, aligning our recommendation to address your unique needs and goals. Our planning tools help you discover where you are today in relation to your long-term goals. Then, we create a tailored road map to help you work toward making your dreams a reality.
The TAG Planning Process also allows us to visualize your situation. As your needs will evolve, our will be here to provide proactive advice through our continuous planning engagement.

Wealth Accumulation
- Complete clarity on holistic asset allocation and location recommendations
- Investment strategies centered on low expenses and heightened tax awareness
- Capital allocation analysis to fund priorities such as college, vacation homes, and retirement
- Institutional-level custom portfolios with a multi-strategy implementation

Wealth Distribution
- Long-term cash flow needs analysis
- Distribution strategies that address the need for income and impact of taxes, longevity, unfavorable markets, and health care costs on your overall plan
- Proper implementation of Social Security benefits

Legacy Planning
- Strategies to engage and educate the next generation
- Creation of a giving mission statement to communicate your intentions
- Determination of the causes that you wish to support