The Advisor Group is a Memphis financial planner that helps individuals, families and businesses with estate planning, tax mitigation, asset protection, wealth management, business and retirement planning, health and Medicare plans, and life insurance. Contact the firm to confirm current services.
Uses asset+map tool to provide a comprehensive overview of a client's entire estate
Offers free assessments of current 401(k) plans for compliance
Emphasizes innovative thinking to create customized financial solutions
Serves individuals, families, and businesses in the Mid-South region
Provides a user-friendly online platform for estate planning changes
Services
Estate Planning
Specializes in accessible and efficient estate planning with a user-friendly online platform that lets clients make changes quickly.
Tax Mitigation
Helps clients minimize tax liabilities through strategies such as strategic Roth conversions and tax credit programs.
Asset Protection
Takes a comprehensive approach focusing on lawsuits, IRS obligations, estate planning, long-term care, and the stock market.
Wealth Management
Creates tailored wealth management plans that align with individual goals and risk tolerance.
Business Planning
Assists business owners with retirement plan options including simplified employee pensions, profit-sharing, and 401(k) plans.
QPRt, CRT, TORCA
Offers solutions for efficient asset transfer, including personal residence trusts, charitable trusts, and tax offset conversions.
Reviews
Rating
4.9
★★★★★
Reviews
138
"Met me expectations and provided me with much needed info."
Frequently Asked Questions
How does the firm approach asset protection? +
It takes a comprehensive approach focusing on five key areas: lawsuits, IRS obligations, estate planning, long-term care, and the stock market.
What is the asset+map tool used for? +
It provides clients with a comprehensive overview of their entire estate, including properties, beneficiaries, legal entities, and family members.
What retirement plan options are available for business owners? +
The firm helps business owners explore simplified employee pensions (SEPs), profit-sharing, and 401(k) plans.
Does the firm offer health insurance assistance? +
Yes, it offers ACA plans, supplements, and drug plans for self-employed individuals and those enjoying retirement.
4.9
