We are a boutique firm that values long-term client relationships. As life unfolds, we can feel confident that change is on the horizon. As advisors, we have been there through the expected and unexpected with our clients. Retirement, economic crisis, tax changes, college, and unexpected deaths just to name a few. The TAG Planning Process was created to not only uncover your goals, but to help better understand how important events impact you, your family and/or your business. This process creates an environment in which we discover what is most important to you, and to create a tailored plan that may address your wealth accumulation, distribution and legacy planning needs. See Important Disclosures in the Link: http://www.scfsecurities.com/disc/tennyson-advisory-group