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Meet Hillary Poole

Meet Hillary Poole

Oct 28, 2020 | Advisor Profiles

  Hillary Poole is one of TCG’s Institutional Consultant. Joining us in 2015, Hillary came from a medical device sales background where she used her finance background to assist her clients in optimizing their assets. Her passion for serving clients and creating...
2021 IRS Retirement Plan Contribution Limits

2021 IRS Retirement Plan Contribution Limits

Oct 26, 2020 | Featured, News, Rollovers

The IRS has released the Annual Plan Limitations for 2021 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below.  2020 Limits2021 Limits Employee Elective Deferrals to...
2020: Presidential Tax Plan

2020: Presidential Tax Plan

Oct 15, 2020 | News

Democratic Presidential nominee Joe Biden has released a tax plan that could seek to increase taxes on high net worth individuals. Although it is a campaign platform, it provides insight into the intended direction and changes that could take effect. Though it is...
Meet Anthony Lockridge

Meet Anthony Lockridge

Oct 7, 2020 | Advisor Profiles

Anthony started with TCG in 2019 as an intern and transitioned into a full time employee in 2020. As a Payroll Process Specialist for the administration team he works closely with school districts and assists their staff with common questions and concerns. When...
Educators Retiring in 2020

Educators Retiring in 2020

Oct 1, 2020 | Featured, News

Written by Mason Moses.   As an educator who may be considering retirement, it is important to evaluate how you can maximize your benefits. 2020 has been the most difficult time many professionals have faced within the educational field, making the desire to...
DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

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This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.