Retirement Tax Advisory Group offers an of array services to meet our clients' needs. Click on the left menu or the links below for more specifics about any of our services.
Investment Advisory Services - Independent investment advice is a valuable service that we provide. We are a unique firm that has a fiduciary duty to our clients and we do not accept investment commissions. Being a fiduciary means we must place our clients' interests first, holding us to a higher standard than a typical brokerage firm. We work to improve your bottom line. This includes tax-efficient investment strategies.
Retirement Plans - Available to individuals and
corporations. There are numerous plans from which to choose. We can help find the right plan/s for you as well as how to invest in that plan. Investment choices, tax implications, flexibility, eligibility, and other factors need to be considered.
Tax Preparation and Planning - This allows us to coordinate your taxes along with your investment and financial planning strategies. We also offer the popular
$49 tax return*. It is not only about how much you earn, but how much you keep.
CD Referral Service - If you are looking for great CD rates, then we can help. We are able to "shop around" to find the best rates. Visit this section for more info.
Insurance/Wealth Protection - RTAG is also an independent insurance agency able to offer "no-load" insurance products as well as traditional ones. We are able to shop around to find the appropriate coverage and top products at the most affordable rates.
College Savings Plans - There are many choices when it comes to saving for college. Children grow up so fast and it is important to choose the right plan/s for your family. Parents, grandparents, great-grandparents, and other family members can set up these plans for their loved ones.