You Can Protect Yourself From Volatility

And Still Earn Interest

We can help you build a strategy that helps you achieve your goals.
Today’s retirement is different.
It’s not the final chapter in the book of life but rather the beginning… a second act. Let’s get together and plan it.
Schedule A Meeting Today
Our 3-Step Plan

Tailored For You

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Using the TAG Retirement Road Map, we’ll examine your current financial situation and determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
Schedule A Meeting Today

Our Mission

To have such a significant impact on our clients that they can’t help but tell others of how we save lives, financially.

Our Vision

Take the stress out of retirement planning by providing a Road Map that ensures our clients will never run out of money; the remainder passes to their loved ones, efficiently, and who are also clients.
Contact Us
Phone: 618.726.7046
Email: vanessa@tagretirement.com
Our Location
1 Sunset Hills Professional Center
Suite C
Edwardsville, IL 62025
Get Directions
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and The Advisory Group, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Privacy Policy | Terms of Use