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Take Control of Your Retirement

We understand you’ve put in the hard work of developing a well-rounded client base and have come to know these families as well as you know your own. You’ve cheered their financial successes and picked them up after setbacks. You’re a trusted financial services professional, and you take that role seriously.

After years of carefully cultivating clients, nurturing their hopes and dreams and assisting them with the know-how to achieve their financial goals, it’s time to consider your own goals.

Whether retirement is around the corner or down the road, there’s still time to ensure the financial planning you set in motion continues to bear fruit, for your clients and yourself, into the future. The TAG TEAM model puts you in control of your retirement. Learn more about customizing your own retirement journey.


Why Sell Now?

Bull and bear, symbolic beasts of market trends

Waiting for the perfect time to sell your practice may prove costly. As we experience market volatility not seen in over a decade, you might be thinking about what’s happening to the value of your largest asset: your business. If you haven’t already done so, now is the time to safeguard the value of your practice so you can remain on course for your own retirement. Retire on top and start your succession plan now.

Call TAG to find out how we can work together to ease some of the strain during uncertain times.


97% of all Financial Advisors say they will create a succession plan… at some point. Advisors cite the biggest obstacle in creating a plan is finding the right partner or successor.


The TAG TEAM Model Guarantees a Successor

Colleagues business woman working together in the office

TAG 2.0 Next Generation Financial Management has a built-in mechanism, the TAG TEAM model, to develop fresh talent and seamlessly transition advisors, clients and their assets to ensure business continuity and peace of mind for everyone involved. The TAG TEAM is a unique model that enables you to personally select your successor from our TEAM and then mentor them as you work together to transition your client relationships.

Here is your opportunity to leave your imprint on the next generation as you guide them towards a financial services philosophy that marries traditional values with a modern aesthetic. You have worked too hard for your clients to simply turn them over to a stranger.

Our model allows your clients to feel that their interests are being taken care of throughout your career transition, supported by those who share your values and outlook.

Learn more about how the TAG TEAM model works.


Look Out For That Bus!

A red bus speeding by a bus stop

Not only would the SEC and state regulators be happy to know there’s a plan in place, your clients deserve to know what would happen to their assets if the unthinkable were to happen to you, their trusted advisor. You’ve worked too hard for them to simply leave them in the lurch if you get hit by the proverbial bus.

Think about it: if you suddenly become unavailable, who has trading authority? Who has banking authority? Who will run payroll? Who will answer the questions your clients undoubtedly have? Who will reassure them that their assets are being looked after?

And, if your business was part of your legacy to your family and loved ones, an abrupt and uncertain end could have a severe financial impact on their future. The TAG TEAM at TAG 2.0 may be the answer.


Business Continuity: The First Step

Maybe you haven’t thought about retirement yet; you’ve got a few more good years ahead and really enjoy working with your clients. That’s OK. By formulating succession and/or business continuity plans with TAG, you’ll have all the “what ifs” taken care of and all your ducks in a row now, for when the time is right later.

Contact us to start the conversation!

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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Benefits of Joining TAG

  • No minimum production requirements and no minimum AUM
  • Keep more of what you earn
  • A family atmosphere of like-minded advisors
  • Comprehensive, reliable legal and compliance support
  • Extensive business development support if required
  • 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 above and we will be in touch.