Financial Planning

All investment advice is provided through Trust Advisory Group Ltd, a registered investment advisor. Please visit for additional information.

What Would You Do if You Had the Money?

  • Retire early?
  • Support a good cause?
  • Pay for college?
  • Build your dream home?
  • Travel?

You have big goals: make sure you’re in the best possible financial position to achieve them.

Call it a blueprint, a roadmap, or a master plan, a comprehensive financial plan starts with your financial goals and takes a big picture look at your overall financial situation — income, debts, savings and cash flow. It also considers insurance needed to protect assets, retirement and estate planning, long-term investment and tax strategies.

Your personal financial plan gives you a macro view of your money and the interplay of your various assets and goals over time.

The TAG 2.0 Difference

Not everyone has a million-dollar portfolio – yet.

Unlike other financial management firms, TAG 2.0 requires no minimum account size. We don’t just cater to the already-wealthy. We take the time to focus on where you are now, believe in your future growth and look forward to working with you to get you where you want to be.

We’ll be there every step of the way to ensure you don’t get tripped up and help you course correct if necessary. Your financial plan is a living document that we’ll revisit on a regular basis to make sure you remain on track.

Rest assured: our fiduciary commitment to you ensures that you receive tailor-made financial planning advice that is entirely in your best financial interest, we have no vested interest in any of our recommendations.

As part of our commitment to meeting you where you are today, our Financial Plan pricing is based on a sliding scale depending on your current net worth. Contact us to learn more.


Once we’ve created your Plan, you are under no obligation whatsoever to continue working with us; however, if you like us, we have the ability to do implement all aspects of a robust Financial Plan for you. And if you do choose to continue working with us, we will be glad to credit your Financial Plan fee towards future services.

As Antoine de Saint Exupéry once said, “a goal without a plan is just a wish.” Once we’ve figured this out together, you’ll have the right plan to achieve your goals.