The Asset Advisory Group Information

The Asset Advisory Group enhances the well-being of those we serve through fee-only, consultative financial planning and investment management. We do this using a collaborative process that helps successful individuals and families make the best possible decisions about their money. Serving as a personal CFO, we work with our clients and their other trusted advisors to meet their goals by enhancing and protecting their wealth. Specialties: Fee-only financial planning, Registered Investment Advisor, Certified Financial Planner, CFP, Dimensional Fund Advisors, DFA, P&G, Procter & Gamble, retirement income planning, fiduciary, independent, financial advisor Note: As an investment adviser registered with the Securities and Exchange Commission, TAAG is prohibited from using testimonials in our advertising. We appreciate those who wish to be supportive of our firm. However, since a recommendation or endorsement received through LinkedIn could qualify as a testimonial, our policy is to hide any recommendations or endorsements we receive pertaining to TAAG or our roles with the firm. Doing the right thing is difficult sometimes!