Financial Educational Videos 

Using a personal financial website for your financial planning is incredibly important in 2023. Our Financial Advisor will provide a fiduciary look into your personal finances with a website that gives you 24/7 access to everything in your financial life . Interested in learning more? click here https://www.tagplanning.com/emoney

Tax planning is important to everyone, so it should be involved in the conversation with your financial advisor. Total Wealth Management looks at your taxes and uses your professional CPA to think of the best way to plan for your financial future looking at all areas of your financial life. learn more about tax planning here https://www.tagplanning.com/tax-planning-1 Learn more about our Total Wealth management https://www.tagplanning.com/total-wealth-management

Are you wondering what it is like to be a financial Advisor in 2023? Are you interested in getting involved in the Wealth Management field? The Affinity Group is looking to expand and if you are watching this video and this sound like something you want to become involved with and you are already a Financial advisor or planner, visit us at https://www.tagplanning.com/contact and let us know how long you have been an advisor or planner

Like what you hear? Here at the Affinity group we really believe in the art of real estate investing and how it is a big part of all our clients lives. No matter how easy or complex their situations may be, when you are a client at The Affinity Group we give you guidance and advice to make you successful.

Want to know how to choose a location, what areas to buy, and for what type of real estate investing? At The Affinity Group we give Wealth Management in Ohio and offer Real Estate investing coaching to all of our clients. Want help with your financial planning along with coaching in real estate investing? learn more about us here https://www.tagplanning.com/real-estate-investing

Scott Lowe is a certified Financial Advisor and has been running his own private practice for 19 years. In this video he talks about his philosophy that he goes by when answering the important question of "What should I be investing in?". Want to learn more about investing and have a professional help you along the way? Visit us here to learn more https://www.tagplanning.com/investment-management

The Organizer tab on your personal client site sets your financial plan on autopilot when customized. Watch this video to learn the ins and outs of your E-Money Organizer.

This narration steps you through the process of setting up your personal E-Money website for the first time.

Learn more about our roll as your personal fiduciary asvisory.

Whether you seek to accumulate, preserve, or distribute wealth, our comprehensive planning through our eMoney process will align strategy and success.

Accessing E-Money from your mobile device is simple - step through the process with this short video.

Follow along to access new customization ideas for the E-Money Vault, your unlimited, digital filing cabinet.

Would you take diet advice from your dentist? Probably not; here's why a Fiduciary is a logistical solution to your financial wellbeing.