Tax & Estate Planning

We help you take care of the most important people in your life

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.

When creating your financial plan, we work hard to understand your entire financial picture and deploy strategic tax planning to help grow and protect your wealth.

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, we connect you with professional planners to best prepare you for countless life scenarios.

A well designed plan can help make sure your wealth can carry over to your family’s next generation and ensure medical decisions are in the hands of someone you trust. Planning may include a trust, will, and health care power of attorney documentation.

Your Dedicated Team
When you work with us, we take the time to understand your full financial situation and provide the resources you need for a well prepared tax and estate plan.

Connect with a financial professional

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.