The Advisory Group, Inc.

The Advisory Group, Inc. provides a broadly diversified range of investment, annuity and insurance solutions whether you’re planning for retirement or you’re already in retirement. One of the many benefits of working with The Advisory Group, Inc. is their ability to provide clear, easily understood explanations of financial products and services that they provide. Their personalized programs can provide a roadmap to a more secure financial future. Company Profile • Headquartered in Davenport, Iowa • Founded by Brian P. Nauman in 1991 • Independent firm • Locally owned and operated • Selected as a PlanMember Financial Center in 2018 Investment Solutions Offers a broad range of investment options, including self-directed and professionally managed mutual fund portfolios, as well as a wide array of annuity options. This includes the PlanMember Services Program, a fully integrated retirement planning platform designed to help individuals achieve a financially secure retirement. Additional Planning Services • Investment risk analysis • Retirement income analysis • Investment portfolio diversification strategies • Principal protection strategies • Social Security timing • Generational and wealth transfer planning • Long-term health care expense planning Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SPIC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800)874-6910. The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by The Advisory Group, Inc. Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.