The Advisory Group, LLC is a financial planning and wealth management firm based in Edwardsville, Illinois, serving retirees, widows, business owners, and families across the St. Louis Metro East. Its mission is to help clients protect what they have worked hard to build and approach retirement with greater clarity and confidence. The firm’s TAG Retirement Road Map brings financial priorities together through a coordinated process focused on growing, preserving, and giving wealth.

Services include retirement income and investment planning, tax planning strategies, healthcare and long-term care preparation, legacy and estate planning, annuity solutions, asset protection, life insurance planning, and risk-aligned wealth management. The Advisory Group works with clients to assess their financial circumstances and retirement needs, then develop personalized strategies aligned with their goals, timelines, and risk tolerance. Its approach emphasizes dependable income, proactive coordination, beneficiary and trust alignment, and clear communication throughout life transitions. By helping families organize decisions around income, taxes, healthcare, investments, and legacy goals, the firm aims to reduce uncertainty and support long-term financial confidence.