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RETIREMENT PLAN INVESTMENT CONSULTING AND ADVISORY AGREEMENT THIS SERVICE AGREEMENT (Agreement) is entered into on ___, 20___, by and between TAG Advisors, Inc. a registered investment advisor (Advisor),
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Gather all necessary financial information such as income, savings, investments, and debts.
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Consult with a retirement plan consultant to discuss your financial situation and goals.
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Who needs retirement plan consulting services?

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Retirement plan consulting services involve providing guidance and advice to individuals and organizations on managing their retirement plans.
Any individual or organization that offers retirement plan consulting services and receives compensation for it may be required to file.
To fill out retirement plan consulting services, one must accurately report all relevant information about the services provided and any compensation received.
The purpose of retirement plan consulting services is to help individuals and organizations make informed decisions about managing their retirement plans.
Information such as the services provided, compensation received, and any potential conflicts of interest must be reported on retirement plan consulting services.
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