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(972) 930-5421

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YOUR PARTNER IN FINANCIAL WELL-BEING

Tailored, Client-Focused Financial Planning Services

Learn more

Financial planning is complex, but our philosophy is simple. 

At Tennyson Advisory Group, we understand that people are at the heart of every
financial decision. That’s why we have the client--and only the client--in mind
throughout our financial planning process. We prioritize transparency,
communication, and unbiased guidance as we customize holistic financial plans
for each client.

We understand the complexities of wealth management and legacy planning for
physicians, business owners, and successful families. We work together to build
a clear vision of the future. As we track and measure progress, our experienced
team guides our clients step-by-step toward their short and long term financial
goals.

Contact Us


LEAVING A LASTING LEGACY

This ebook explores charitable foundations with the goal of creating a legacy to
last well beyond a single lifetime.

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WEALTH ACCUMULATION

 * Investment Strategy
 * Asset and capital allocation
 * Tax awareness


WEALTH DISTRIBUTION

 * Cash flow needs
 * Long term distribution planning
 * Social Security and healthcare


LEGACY PLANNING

 * Mission and strategy for charitable giving
 * Identify causes to support


WHO WE SERVE

As we accumulate wealth, our finances become more complex. TAG Planners
specializes in helping physicians, business owners, and successful families
approaching retirement grow and preserve their wealth. 

Our clients value our individualized focus and holistic approach to financial
planning. They come to TAG ready to engage in our discovery process, where we
learn about their values, goals, and priorities. Our state of the art client
portal offers elevated clarity and transparency as we carry out our clients’
visions.

Sophisticated wealth management, individualized approach. 

Learn the TAG process


GUIDING YOU THROUGH RETIREMENT

No two visions of retirement look the same. That's why we created RetireReady.
We engage our clients with a custom process that prepares them for retirement
step-by-step. As partners and guides, we understand the challenges retirees face
today. Our proactive approach helps you navigate your way to and through
retirement. 

Your personal retirement roadmap addresses the wants, needs, and goals unique to
you and your family, optimizing your lifestyle, maximizing your legacy, and
providing you peace of mind.  




Our RetireReady Approach


HAVE A QUESTION? CONTACT OUR TEAM OF EXPERTS.

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CONTACT

Tennyson Advisory Group

Office: (972) 930-5421

Fax: (972) 704-1245

2600 North Dallas Parkway

Suite 520

Frisco, TX 75034

info@tagplanners.com



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