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Debra Brennan Tagg, CFP®
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Every team member is licensed according to the role they serve in assisting clients. But that's not who we are. We are a dedicated team that enjoys helping others. Each of us has particular areas of focus and expertise, such as investment trading, compliance, financial planning, client service, and visualization and planning for a family's success.
Your connected professional and personal challenges require sophisticated planning.
Short on time and long on goals, your family needs a clear financial path.
Be confident that your plan aligns the retirement lifestyle you've earned.
A comprehensive analysis of goals, resources, risks and opportunities.
Independent, personalized wealth strategies.
Insurance, Estate Planning and Tax solutions for our clients.
Perspective matters to investors and Olympians.
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Clients and friends helping neighbors in need.
Here's Debra's review and commentary on the financial markets for the Fourth Quarter of 2017.
Despite all of the recent talk of deregulation, the wealth management industry has been handed a significant new regulation to implement this year and in 2018. The regulation, called the fiduciary standard, or fiduciary rule, will be good for most investors. The goal of the rule is to ensure that our industry is always putting our clients’ needs ahead of our own when we make recommendations. While that sounds pretty straightforward, the industry is still working on the details of how investments are transacted so we can all provide the transparency that investors deserve. Here is a short video which explains the rule and what you should expect of your financial advisor. If you would like to learn more about how we act as fiduciaries for our clients, please contact us at firstname.lastname@example.org, or (214) 764-1977.