We Buy Books!

Take Control of Your Retirement

Are you thinking about retirement?
Would you prefer a “semi-retirement” option?
Or are you looking to put into place a business continuity and succession plan for the time is right?
Watch our video to learn how you can take control of your retirement journey.

The TAG TEAM Model

The TAG TEAM model is an innovative approach to managing the future of financial advising. TAG TEAMs have a built-in mechanism to develop fresh talent and seamlessly transition advisors, clients and their assets to ensure continuity and peace of mind for everyone involved. Learn more about TAG TEAMs.

The Benefits of Joining TAG 2.0

  • No minimum production requirements and no minimum AUM
  • Keep more of what you earn
  • Keep some of what we earn – participate in incremental revenue generated from your clients by our TAG TEAM
  • Enjoy a family atmosphere of like-minded advisors
  • Benefit from comprehensive, reliable legal and compliance support
  • Rely on extensive business development support if required
  • Offer clients an open, innovative platform that offers a wide range of financial products to support your clients’ varying needs

Contact us today to learn more and see how we can help you transition to the next phase of your career while still serving the clients who got you where you are today.

Simply fill out the form at right and we’ll be in touch.

Curious How Much Your Book Is Worth?

Fill in the form below for answers to this and any other questions about TAG and the TAG TEAM model.

We will show you how a practice is valued and give you a planning concept that you can take to your clients immediately. At no cost to you.

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