Financial Guidance

Financial Guidance RESOURCES


Decisions regarding your finances are some of the biggest you will ever make, but you don’t have to go it alone. The ALG Group offers financial guidance for individuals and business owners on a wide array of topics from tax saving strategies, investment strategies, sound business planning, financial planning for every stage of life, and more. We are here to help you understand your options when it comes to financial and tax planning so that you can keep more money in your pocket. Our knowledgeable and friendly experts are here to offer advice and one-on-one consultation specifically for your situation. Read below for some of the areas we can offer financial guidance.

Tax Strategies for Individuals

When it comes to getting the most out of your taxes, it’s critical that you have a game plan. We offer individualized financial guidance and resources for individuals and families to help you maximize your tax benefits on travel and entertainment, higher education, charity deductions, retirement plans, and much more. It’s likely that there are tax deductions that you may be missing out on, so we’re here to help you lower your taxes with legitimate tax saving strategies.

Tax Strategies for Business Owners

Formulating sound financial and tax strategies is essential to running a successful business, no matter the size. However, tax planning is not a one-time-per-year activity. In order to maximize your tax deductions and get the most out of your business tax strategy, ongoing attention must be paid to your finance and tax situation. It may sound daunting, but with the help of experienced professionals, you may be shocked at what you’ve been missing out on. At The ALG Group, we can provide you with advantageous guidance on a number of related topics including home office deductions, tax planning for small businesses, tax deductions you may be missing out on, how to maximize your tax benefits, retirement plan options for small businesses, and more. 

If you’re in the process of just starting a business, The ALG Group can also provide you with the guidance essential to establish, maintain, and grow the business to its fullest potential through stable financial and tax planning. We can also assist with securing business loans, the steps necessary to maximize your wealth, or planning for succession upon selling or exiting your business.

Planning for Life Events

Life happens. While we can’t predict the future, we can help you navigate the many stages and surprises of life by providing you with the knowledge to make sound financial and tax related decisions. Whether you’re getting married, becoming a parent, planning for retirement, or improving your credit – we have the knowledge and resources to educate you on the wisest ways to approach it all for the maximum benefit to you.