(888) 234-7982

The good life isn’t just about having money.

It means putting dollars and energy toward the life you want. We’ll help you build the plan and coach you through the challenges. We make it our business to help you succeed.

Services

As a fee-only firm, we get paid for our advice, not for selling investment or insurance products. We receive no commissions, referral fees or incentives for any of the recommendations we make. It is our legal obligation and moral commitment to act as fiduciaries and put your interests ahead of our own.

Financial Coaching
This is the essence of what we do. We learn what you want to accomplish and lay out the path to realizing your goals. When it’s time for you to make decisions, we’ll help you understand the trade-offs between your options. When it’s time to put the plan into action, we’ll provide the support you need to get it done. Delivering advice isn’t enough. We will help you over the hurdles of busyness, doubt, and conflict so you can enjoy financial well-being.
Investment Planning
While getting a hot stock tip at the perfect moment makes for great financial TV, it’s not the best way to save for your future. The data shows that a better approach is to work with markets, not against them. We will construct a low-cost portfolio for you that aligns with your risk tolerance and your goals, while investing in diversified asset classes from all over the world. Our portfolios favor companies that have positive track records for handling environmental, social and governance issues, so you know that your money is creating a bright future for more than just you and your loved ones.
Cash Flow
The word budget can induce panic in almost any of us but, proper cash flow planning doesn’t have to be about every latte or indulgence  Knowing exactly how much you’re bringing in, what’s going to taxes, spending and saving can be one of the most powerful tools in marrying short term needs with long term planning.
Tax Planning
One of life’s few certainties, taxes are unavoidable.  Using our own tax planning software, we can help maximize efficiency in your investments and in other decisions you make around taxes and even work with your CPA to eliminate any surprises come tax time.  
Risk Management
Protecting our most precious assets is a vital part of any plan.  We’ll work with you to determine precisely how much you need to protect your life, the event of disability, your home, cars, and other assets to make sure that any existing or needed insurance policies are working together to give you the coverage you need.
Retirement Planning
There are days when your biggest worry is having enough and days when you’ve just plain had enough.  Regardless of where you are in life, at some point, it will be time to move away from your primary career to something unique to each of us.  We’ll work hard to help you determine what that ideal retirement might be and even harder to help you get there on your terms.
College Planning
There are few things in your financial life more challenging than staring down the rules and regulations around financing a college education.  Wherever you are in that process, TAAG can help you determine what you want to accomplish for your student, what pitfalls to avoid, and how best to make that cap and gown a reality.
Estate Planning
Life’s other certainty is that one day, we won’t be here.  We’ll work with you and your estate planning attorney to ensure that your wishes are met in the most efficient manner available.  Don’t have a plan yet, we have a talented team of professionals we work with on a regular basis that we can suggest.
Financial Coaching
This is the essence of what we do. We learn what you want to accomplish and lay out the path to realizing your goals. When it’s time for you to make decisions, we’ll help you understand the tradeoffs between your options. When it’s time to put the plan into action, we’ll provide the support you need to get it done. Delivering advice isn’t enough. We will help you over the hurdles of busyness, doubt and conflict so you can enjoy financial well-being.
Investment Planning
While getting a hot stock tip at the perfect moment makes for great financial TV, it’s not the best way to save for your future. The data shows that a better approach is to work with markets, not against them. We will construct a low-cost portfolio for you that aligns with your risk tolerance and your goals, while investing in diversified asset classes from all over the world. Our portfolios favor companies that have positive track records for handling environmental, social and governance issues, so you know that your money is creating a bright future for more than just you and your loved ones.
Cash Flow
The word budget can induce panic in almost any of us.  But, proper cash flow planning doesn’t have to be about every latte or other indulgence.  Knowing exactly how much you’re bringing in, what’s going to taxes, spending and saving can be one of the most powerful tools in marrying short term needs with long term planning.
Tax Planning
One of life’s few certainties, taxes are unavoidable.  Using our own tax planning software, we can help maximize efficiency in your investments and in other decisions you make around taxes and even work with your CPA to eliminate any surprises come tax time.  
Risk Management
Protecting our most precious assets is a vital part of any plan.  We’ll work with you to determine precisely how much you need to protect your life, the event of disability, your home, cars and other assets, etc. to make sure that any existing or needed insurance policies are working together to give you the coverage you need.
Retirement Planning
There are days when your biggest worry is having enough and days when you’ve just plain had enough.  Regardless of where you are in life, at some point, it will be time to move away from your primary career to something unique to each of us.  We’ll work hard to help you determine what that ideal retirement might be and even harder to help you get there on your terms.
College Planning
There are few things in your financial life more challenging that staring down the rules and regulations around financing a college education.  Wherever you are in that process, TAAG can help you determine what you want to accomplish for your student, what pitfalls to avoid, and how best to make that cap and gown a reality.
Estate Planning
Life’s other certainty is that one day, we won’t be here.  We’ll work with you and your estate planning attorney to ensure that your wishes are met in the most efficient manner available.  Don’t have a plan yet, we have a talented team of professionals we work with on a regular basis that we can suggest.

Achieve Next Level Financial Success

Realize Your Goals

A plan isn’t worth much if it’s not executed. We offer unlimited calls, emails and meetings to coach you through the logistical, practical and behavioral challenges that stand in the way of implementing your financial plan.

Build a Better Future

You don’t have to predict the future to invest for it. Our data-driven approach will help secure your future, while shaping a better society for generations to come.

Let Technology Help

The right technology makes any job easier. Use our robust financial dashboard to transform your data into meaningful information to help you stay on track.

Fee-Only Financial Advice for Every Stage of Life

Whether you are establishing, building or preserving your wealth, we will help you make the next chapter the best one yet. Our fees are structured to make holistic financial advice accessible at any age.

Wealth Foundations and Wealth Building clients are often accumulating assets in company retirement plans or businesses and have household incomes in excess of $200,000.  Wealth Management clients are typically at or near retirement with investment portfolios of $1MM – $10MM.

Wealth Foundations


Lay a solid foundation for your financial future.

Wealth Building


Build your momentum toward financial independence.

Wealth Management


Manage your risks and enjoy what you’ve worked hard to achieve.

Getting Started

We offer two complimentary meetings to help you understand exactly what you can expect from a partnership with TAAG.

Initial Meeting

We

  • Communicate what we do & what it’s like to work with TAAG
  • Answer questions 
  • See if we’re a good match

You

  • Ask questions & share what you want us to know at this point
  • See if we’re a good match
  • Pay nothing

Proposal

We

  • Go into detail on our planning & investment process  
  • Share initial thoughts on your situation
  • Answer questions

You

  • Complete risk tolerance questionnaire  
  • Ask questions & evaluate if our approach aligns with yours
  • Pay nothing

Why Wait?

We believe you should leave something in better shape than you found it. Whether we ultimately work together or not, we want you to be better off after contacting us for advice. We hope we can develop a long-lasting relationship that creates a great deal of value for you, but if not, we will help find a solution that might suit you better. Client or not, your best interests come first.

Schedule Your First Meeting

Schedule Now

The Asset Advisory Group

9200 Montgomery Road
Cincinnati, OH 45242

(513) 771-7222 | (888) 234-7982

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