We understand that to gain your trust we must earn it.  TAAG, an independent financial advisor in Cincinnati’s suburb of Montgomery, has been earning our clients’ trust since 1988.  Our company’s mission is to provide financial clarity to enhance the lives of individuals and families across the country.

In a world with lots of information but very few answers, it can be challenging to know if you are on track.  Even the best financial decision makers need someone to help them translate complex questions about their investments, the tax code, employee benefits and the myriad of other financial decisions we are bombarded with throughout life.  Most of us would rather be spending time with family, making headway at work or pursuing our hobbies than we would sitting down to create a budget or researching mutual funds.  Yet, questions like “am I saving enough for retirement?” and “what is the best way to provide for my child’s education?” persist in our minds, often creating a lingering uneasiness and anxiety.  Our work is designed to reduce the uncertainty, cut through the complexity and instill you with the confidence that your financial future is secure and in good hands.

Our family doctor approach enables us to get to know you and develop a clear understanding of your needs, concerns and goals.  We combine that knowledge with careful financial planning and disciplined investment management to develop advice that is in your best interest.  As fee-only financial advisors and fiduciaries, you can rest assured that our advice is based on expertise and is never influenced by a desire to sell products.

We are ready to get to work, addressing every aspect of your financial life within an average of 100 days from the time we begin working together.  If you’re ready to find out if a relationship with TAAG is for you, contact us for a no-cost, no-obligation financial review.  It’s never too early or too late to start taking control of your financial future.

We look forward to meeting you,

TAAG Inc.