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Text Content

20955 Pathfinder Road, Suite 110, Diamond Bar, CA 91765

909-869-7880
mail@tagfinancial.com

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 * Home
 * About Us 
   * Your Life's Journey
   * What We Do
   * Our Process
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   * 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.

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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


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TAG WEB RESOURCES


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TAG EDUCATIONAL VIDEOS


Learn more


RESOURCE CENTER


SCHEDULE A CONSULTATION


Name
Email
Address
Phone
Question
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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.