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Beginner’s Guide to College Funding

Beginner’s Guide to College Funding

Written by: Matt Escalante We all know kids can be expensive when you add up the costs for everyday essentials such as food, clothing, daycare, etc. (just to name a few). The moment a child is born, the clock starts ticking on developing a proper plan for one of the...
Tax Wins From Portfolio Gains

Tax Wins From Portfolio Gains

Written By: Sarah Nadiri Do you have large unrealized capital gains in your after-tax (non-retirement) portfolio? The question of how to strategically plan around large, embedded capital gains has become increasingly popular. The growth of the U.S. and other global...
31 Days of Financial Wellness

31 Days of Financial Wellness

JULY 16, 2021 You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness isn’t about how wealthy you are. It’s about the health of your finances, regardless of your income. It’s knowing you can pay your bills,...
Three small steps to help you enter retirement debt free

Three small steps to help you enter retirement debt free

Written By: Edgar Ortiz During our lives, we encounter different cycles of debt depending on our current situation. Most people don’t think of retirement and debt until it is too late. The goal of entering retirement is to go with as little debt as possible. Below are...
The Best Thing You Can Do for Your Personal Finances

The Best Thing You Can Do for Your Personal Finances

Written By: John Fowler, CFP® You won’t believe it… It’s a beautiful Wednesday afternoon and I’m driving down the highway towards Dallas. I’m listening to music in the car and rolling down the highway. You know how it is, that certain song comes on and you can’t...
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.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

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.