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https://www.tagfinancial.com/
Submission: On December 24 via api from US — Scanned from DK
Submission: On December 24 via api from US — Scanned from DK
Form analysis 1 forms found in the DOM
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</form>Text Content
20955 Pathfinder Road, Suite 110, Diamond Bar, CA 91765 909-869-7880 mail@tagfinancial.com Menu * Home * Home * About Us * Your Life's Journey * What We Do * Our Process * Client Engagement * Our Team * How We Get Paid * Useful Links * LPL * About LPL Financial * LPL By The Numbers * LPL Retirement Plan Tools * LPL Research * Services * Financial Planning * Investments * Insurances * Educational Services * Support Services * TAG Tools * TAG Articles * TAG Web Resources * TAG Educational Videos * TAG Useful Tools * Client Access * Contact NAVIGATING YOUR FINANCIAL FUTURE Chart your life's voyage. Begin your planning now. Learn more NAVIGATING YOUR FINANCIAL FUTURE Chart your life's voyage. Begin your planning now. Learn more NAVIGATING YOUR FINANCIAL FUTURE Chart your life's voyage. Begin your planning now. Learn more YOUR GOALS – OUR GUIDANCE YOUR LIFE’S JOURNEY – KNOW BEFORE YOU GO Think of your life’s journey as a voyage across an ocean. How can you make your journey as enjoyable as possible? You choose your own destinations and the style in which to travel. Using this metaphor of an ocean voyage, you are the owner and passenger of your ship. As the “Captain” of your vessel, we use our expertise to guide you to your destination as safely and effectively as possible. With planning “charts” to help guide you through to your destination, we are able to highlight the rocks and shoals that may obstruct your progress and illustrate the passageways that can help make your journey achievable and enjoyable. We watch over your financial progress as economic conditions change, helping you weather the storms and challenges that inevitably occur. Recognizing that no two people journey identical life paths, we help you select the right tools and equipment to support you on your journey. Would you want to journey on a racing yacht? Such vessels offer excitement but also carry higher risks and provide little in the way of comfort. Or perhaps you prefer a larger, slower ship that plows steadily through the waters but offers little excitement and typically takes longer to complete the journey. We will assist you to pick the path and the resources that fits your journey to YOUR needs. Ready for the next step? We can help. Get in Touch WHAT WE DO WE HELP PEOPLE NAVIGATE THEIR FINANCIAL FUTURES. WE SEEK TO HELP OUR CLIENTS MAKE THE MOST OF THE ONE LIFE THEY HAVE BY CONFIDENTLY PROVIDING SERVICES AND PRODUCTS TO HELP FOCUS ON THE GOALS EACH CLIENT UNIQUELY VALUES WHILE AIMING TO REDUCE EXPOSURE TO THE INEVITABLE RISKS ALONG THE WAY. FINANCIAL PLANNING INVESTMENTS INSURANCES EDUCATION SERVICES SUPPORT SERVICES FINANCIAL PLANNING FINANCIAL PLANNING Financial planning encompasses far more than just investment management. "Financial Planning is a collaborative process that helps pursue a Client’s potential for managing life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances." - CFP Board Code of Ethics and Standards of Conduct, 2018. Learn more INVESTMENTS INVESTMENTS We have individuals currently registered to provide securities services in most states. Comprehensive investment research and implementation services are available for almost all client needs. We believe there several principles that are important to remember whenever you invest: Learn more INSURANCES INSURANCES As independent agents experienced in specific insurance applications, we can balance your protection needs and investment goals. Learn more EDUCATION SERVICES EDUCATION SERVICES As educators and advisors, we provide financial education programs for individuals, corporations, partnerships, associations, charities and other organizations. Learn more SUPPORT SERVICES SUPPORT SERVICES The Advisory Group is dedicated to staying informed of the latest developments through an extensive network of supporting professional advisors. Support services that complement our core services are provided by this network of professionals and specialists. If you need experienced legal, tax or other services, we can recommend local specialists. We also respect existing relationships and will gladly work with your current professionals. Learn more TAG TOOLS Learn more TAG ARTICLES Learn more TAG WEB RESOURCES Learn more TAG EDUCATIONAL VIDEOS Learn more RESOURCE CENTER SCHEDULE A CONSULTATION Name Email Address Phone Question Send Thank you! Oops! CONTACT Office: 909-869-7880 Fax: 909-869-7680 20955 Pathfinder Road Suite 110 Diamond Bar, CA 91765 mail@tagfinancial.com QUICK LINKS * About Us * Client Access * TAG Tools * About LPL * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * Articles * Videos * Calculators LPL Financial Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. The financial professionals at The Advisory Group are registered representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.