Through a comprehensive approach to financial management, we’re able to provide you with the resources to reach your goals. We deliver on this promise through experienced team members, digital tools and timely information on markets and the economy.
Find answers to some commonly asked questions
Our approach to financial planning is customized to you. There’s no one-size-fits-all solution, but there are several areas of focus, including retirement, investments, college funding, estate planning, insurance, asset protection and business transition planning.
Questions that a comprehensive financial plan seek to answer include:
- Will my money last throughout my retirement?
- Do I have the right mix of investments to achieve my financial goals?
- For my timeframe and comfort level, is my risk tolerance appropriate?
- Do I have the right level of insurance? Disability coverage? Homeowners? Liability?
- How can I make sure my heirs receive what I intend them to when I’m gone?
- As a business owner, have I put together a business succession plan? Have I adequately planned retention strategies for key employees?
MoneyGuidePro® is an online, goals-based financial planning tool that allows you to collaborate with your relationship manger to create a comprehensive financial strategy aimed at the achievement of your goals. MoneyGuidePro is a great tool to use as your life changes. You can review your progress on an ongoing basis, providing you the information to know if you’re on track.
Everyone needs a financial plan, because everyone has financial goals. Creating a secure plan today doesn’t happen by accident. Planning helps define your goals, and allows you to act decisively and confidently to achieve those goals and track progress.
Your investment portfolio is an important component of your financial plan and it’s important to look at your entire financial situation. What matters more than your financial goals—what you want to achieve with your money. That’s where we start, and work with you to create and implement a personal plan to help you achieve those dreams.
MoneyGuidePro® has a robust set of features. You can see your financial plan at a glance, collaborate with your relationship manager and adjust different parameters to generate different scenarios and outcomes.
When it comes to finances, there’s always some level of risk. Insurance, along with other asset protection strategies can help mitigate your level of risk. Most financial plans aren’t complete without it.
Our Estate Planning services can help:
- Provide support and financial stability for your family
- Preserve wealth for future generations
- Minimize taxes and expenses associated with transferring assets
- Ensure your wishes are carried out when you’re no longer able to manage your affairs (e.g., power of attorney, living will)
- Plan for unforeseen circumstances that can arise during any life stage
Our market outlook provides many of the key market statistics and performances to inform your financial outlook. Your TAG Bank S.A. Wealth Consultant can help you determine how this data could affect your personal plan and whether or not you need to adjust your strategy accordingly.