Overview

Trust Advisory Group, Ltd. 2.0 (TAG 2.0) was designed explicitly with transitioning advisors in mind and offers a new take on financial advisory services by combining the best of all worlds:

• The fresh thinking, creativity, and enthusiasm of a start-up division
• The friendly, family atmosphere of a small firm
• The security and stability of a 30-year-old institution (TAG Group, Inc.)

TAG 2.0 infuses old-world morals and ethics into the next generation of financial advice. Our innovative TAG TEAM model provides a built-in mechanism that develops fresh talent and seamlessly transitions senior advisors, their clients, and their assets to the next generation to ensure business continuity and peace of mind for everyone involved. TAG 2.0 will purchase your business at fair market value and you continue to participate in potential incremental revenue generated during the transition period through your agreed upon earnout period. Your TAG TEAM will work hard to increase the revenue from your existing book and will share that incremental revenue with you.

No matter where you are in your professional journey, we’re here to help you protect your business for yourself and your heirs through our following programs:

● TAG Practice Protection Program™
● TAG Semi-Retirement Program™
● TAG Full-Retirement Program™

Learn more about all our options for transitioning advisors on our website: https://___ OR contact us directly to answer any questions you may have: ___-___-____ x116

Market
Advisor/RIA
Last Activity
today

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