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Estate Planning

Together, we can help you prepare for tomorrow.

Ready for Tomorrow

Estate Planning Goals

Together we can create a strategy to define your legacy. We will work towards meeting your legacy goals and help bring purpose to how your estate, holdings, retirement plans, and other assets will be fulfilled. TCG Advisors has the strategies that will help you plan for tomorrow.

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  • Protect Your Assets
  • Manage Division of Assets
  • Avoid Probate
  • Maintain Privacy
  • Save Taxes
  • Pass Along More Wealth

Custom Strategies for Estate Planning

At TCG Advisors, our wealth managers work with an experienced team of attorneys who draft tailor-made trust and estate planning documents to meet your individual needs.

Who we serve:

Individuals and Families

Mass affluent and high net worth

Organizations

For-profit companies, not-for-profit organizations and governmental entities

Employees

Workforce and executives

ASSETS UNDER MANAGEMENT**

For us, every cent matters because we treat our clients as members of our extended family.

STATES

Our team of CFAs, CFP® professionals, and accredited advisors come together to support your financial goals wherever you call home.
Committed to your success

When you work with TCG Advisors, a HUB International company, your interests become our priority. Below is high-level overview of the client service process we've designed to provide a you the best service we can.

01

Understand your goals

We begin discovering who you are and what's important to you.

02

Evaluate Your Situation

We'll determine how close you are to your goals and what needs to happen to get you closer.

03

Create and implement plan

You determine where you want to go and our plan will help take you there.

04

Monitor and adjust

Every milestone you reach will require adjusting the plan. We'll be around for that too.

Match with a Financial Advisor

We believe in a team-centric approach to wealth management. Our team is constantly monitoring and researching investment options so you can feel confident with the investments that make your portfolio. Collaboration is at the core of everything we do. We work as a team to provide rational, unbiased guidance to carry out your financial plan.

Client-centered Solutions

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Financial Planning

There’s a lot to look forward to—from vacations to graduations, weddings, retirement, and a whole lot more—but getting there won’t be easy without a solid financial plan. TCG Advisors stays by your side as financial barriers arise through the different stages in life.

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Investment Management

Investing your assets should be meaningful, not complicated. At TCG, we work closely with you and follow your financial plan to ensure your portfolio is what you expect to see. No two individuals have the exact same financial needs, which is why our advisors customize portfolios to each client.

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Retirement Planning

For some people, retirement is a time of relaxation and enjoyment but for others it can be full of opportunities and ventures to take. No matter what you want your life after your working years to look like, we have the strategies that will help you plan for tomorrow.

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Estate Planning

Estate Planning is an important aspect of every financial plan. Spending the necessary time creating a solid plan can help you plan for the expected and unexpected. At TCG Advisors, we connect you with professional planners to best prepare you for countless life scenarios.

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Tax Planning

Tax planning can help you pay less to the government and put more of your hard-earned dollars to work for you. Our team doesn’t just prepare taxes, we strategically plan for them to help you lower your tax bill before you receive it.

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Financial Education

We provide financial literacy resources and programs for your business and/or family.

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Business Planning

Handling both personal and business finance plans can be challenging. Our integrated planning service helps find synergies for both—making it easier for you to manage them all.

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Charitable Giving

Handling both personal and business finance plans can be challenging. Our integrated planning service helps find synergies for both—making it easier for you to manage them all.

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We’re proud to be recognized

We’re by your side for all your needs, in business and in life.

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**HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of $142,591,409,383 in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2021. The AUM for each individual HUB RIA may be found in the respective Form ADV for each respective HUB RIA. This Aggregated AUM for all HUB RIAs are broken out as follows: $109,917,037,538 in nondiscretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non- ERISA plans), non-qualified plan assets, and other types of institutional assets. $25,448,924,412 in discretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $7,225,447,433 in Private Wealth Client AUM; which is a combination of both discretionary and non-discretionary AUM.