The Advisory Group, LLC

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United States
Edwardsville, IL
The Advisory Group, LLC

We help people prepare for retirement by creating lifetime income potential, low risk/low volatility It's a different phase of life and requires adjustment.

The Advisory Group is very different than most every other financial advisory firm. When we started the firm we wanted to give people a better understanding of the world of finance and more specifically what they have and what it's accomplishing for them. Often times, in our working years, we are saving for retirement but don't make any changes once we've decided to retire. We believe the few year

s prior and few years post retirement are critical years. The Sequence of Returns says a loss of principle during these years will dramatically impact your retirement future. We believe you should not be exposed to significant risk to principle in these years. We see, all too often, people think they are safe but when we look at the loss their accounts experienced in the last correction, we realize our exposure is greater than we prefer. We are the only firm the in the area that factors in Inflation, future taxation, healthcare and fun in our income planning. If you don't have all these factored into your income plan, you are missing critical components as they are some of the biggest holes in our pockets. We also focus on distribution! We want to make sure that Uncle Sam in not your primary beneficiary and that your loved ones receive exactly what you intended and not a penny less. We take pride in educating our clients as we offer a "Client Resource Center" at our office. Clients can come in, check their accounts, use our printer/fax.copier. We have a scanner for those wanting to add documents to their Generational Vault (a feature our clients experience - it's like a Safety Deposit Box in the cloud - HUGE benefit!) We are client advocates and truly change lives not just in this generation but future generations as well. We are the very best in the area and welcome the challenge to offer second opinions. When it comes to something as important as your financial future, have the BEST give you a second opinion!

08/27/2026

It's almost FALL FESTIVAL time, Saturday, October 3rd, 2:00pm. Live Music, Good Food, Games, Giveaways, fun for the whole family. This year we're at Fireman's Park in Maryville. See you soon!

08/21/2026

The winner of the Koibito Poke gift card is........... SUE Q!

08/11/2026

Koibito Poke is our August TAGalong. I fell in love with Poke while visiting Hawaii. Here's your chance to try a Poke Bowl, if you haven't before. Here's how it works:
1. Type "interested" below
2. Invite a friend
3. Pick up your giftcard and post pictures!

We love to support local and Koibito just had their official opening recently! Tell Jessie I said Hello!

07/12/2026

🤗🙌

07/06/2026

https://www.bestversionmedia.com/article/2026-07-retirement-road-map/ Vanessa was featured in our local GlenEd Magazine! Check out the article the describes how she views retirement.

But road trips also require something more important: a plan, direction, destination, etc.

05/29/2026

Last Call - Picture Day - Sunday! Family pictures, yes! New profile pic, yes! New baby, yes! RSVP and I'll see you Sunday!

05/14/2026

05/10/2026

To all the mamas, Happy Mothers Day! To the mamas in Heaven, we miss you extra today!

05/06/2026

The winner of the 1929 Pizza & Wine gift card is ............................ PattiAnn!!

05/05/2026

Family Photos can be expensive but NOT here on May 31st, I'll cover the cost! RSVP to reserve your spot 1pm-3pm! This is the backdrop.....

Address

1 Sunset Hills Professional Centre, Ste C
Edwardsville, IL
62025

Website

http://www.tagretirement.com/

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