TAG Financial Solutions

TAG Financial Solutions For full disclosures, please visit my website at www.tagfinancialsolutions.com. My branch address is 8108 S 68th Ave Ct, La Vista, NE 68128.

Third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Through a collaborative conversation with my clients, I create a comprehensive financial plan designed to help them achieve short-, mid- and long-term financial goals. I do this by employing the most up-to-date products and services the financial services industry

has to offer. Of utmost importance is that these products and services are in my clients best interests. I also pride myself on the fact I only recommend products and services that I would also utilize in my own financial plan for myself and family. Once a strategy is agreed on, I offer choices of insurance and financial products and services that are appropriate for my clients’ financial goals. Together, we agree upon how often their financial situation should be reviewed, and I commit to meeting with my clients as often as necessary to discuss making appropriate adjustments as goals change. Above all, I promise to serve you with respect and integrity at all times. These are the cornerstones of my business.

06/16/2026

“Nothing is more difficult, and therefore more precious, that to be able to decide.” – Napoleon Bonaparte

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/15/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

06/15/2026

“All great achievements require time.” -- David J. Schwartz

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
06/12/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

06/12/2026

“What would life be if we had no courage to attempt anything?” -- Vincent van Gogh

06/11/2026

“What you get by achieving your goals is not as important as what you become by achieving your goals.” – Henry David Thoreau

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/10/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

06/10/2026

“Guilt, regret, resentment, sadness and all forms of non-forgiveness are caused by too much past and not enough presence.” – Eckhart Tolle

06/09/2026

“Hope is the companion of power, and mother of success; for who so hopes strongly has within him the gift of miracles.” – Samuel Smiles

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/08/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

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La Vista, NE
68128

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