The Advisor Group is a comprehensive financial and estate planning firm serving the Mid-South region with over 25 years of experience. Specializing in tailored strategies for individuals, families, and businesses, the firm stands out for its innovative, client-centered approach and deep local roots in Memphis, emphasizing lasting relationships and distinctive legacy creation.
The firm’s philosophy centers on modern, accessible planning through a user-friendly online platform that allows clients to manage their estate plans with ease. Their holistic strategies address key areas such as tax mitigation, asset protection, and personalized wealth management, ensuring each client’s unique goals and risk tolerance are met with precision and care.
Services Offered
- Estate Planning
- Tax Mitigation
- Asset Protection
- Wealth Management
- Business Planning
- Simplified Employee Pensions (SEPs)
- Profit-Sharing Plans
- 401(k) Plans
- Qualified Personal Residence Trusts (QPRT)
- Charitable Remainder Trusts (CRT)
- Tax Offset Roth Conversion Analysis (TORCA)
- Employee Retirement Plan Compliance Assessments
- Health Insurance (ACA Plans, Supplements, Drug Plans)
- Medicare Plans
- Life Insurance (Term, Whole, Universal, Variable)
- Risk Analysis
- Seminars
Serving individuals, families, and businesses throughout the Mid-South, The Advisor Group utilizes advanced tools like asset+map to provide clients with a comprehensive overview of their estates, ensuring clarity and confidence in every financial decision.
