Taraz Financial Advisory Group

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Taraz Advisory Group
A financial advisory practice of Ameriprise Financial Services, LLC


I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach.

Taraz Advisory Group Getting ready to enroll in Medicare?Understanding your deadlines, coverage options and potential co...
10/15/2026

Taraz Advisory Group

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

Changing jobs?  Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future ...
09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

Taraz Advisory Group Major shifts in energy, infrastructure and technology are creating both opportunities and risks for...
09/24/2026

Taraz Advisory Group

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

Taraz Advisory Group Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on...
09/24/2026

Taraz Advisory Group

Ahead of the spring selling season, Ameriprise Financial Chief Economist Russell Price weighs in on what could be next for the housing market — and the signals that matter most right now.

Read our 2026 housing outlook.

Taraz Advisory Group Explore how biological instinct drives market cycles and what this might mean for future market per...
09/18/2026

Taraz Advisory Group

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not repla...
09/18/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the p...
09/10/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

Address

16960 Via De Santa Fe Ste 103
Rancho Santa Fe, CA
92067

Opening Hours

Monday 9am - 4am
Tuesday 9am - 4am
Wednesday 9am - 4am
Thursday 8am - 5am
Friday 10am - 5am

Telephone

+17606326361

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