The Advisory Group, LLC

The Advisory Group, LLC We help people prepare for retirement by creating lifetime income potential, low risk/low volatility It's a different phase of life and requires adjustment.

The Advisory Group is very different than most every other financial advisory firm. When we started the firm we wanted to give people a better understanding of the world of finance and more specifically what they have and what it's accomplishing for them. Often times, in our working years, we are saving for retirement but don't make any changes once we've decided to retire. We believe the few year

s prior and few years post retirement are critical years. The Sequence of Returns says a loss of principle during these years will dramatically impact your retirement future. We believe you should not be exposed to significant risk to principle in these years. We see, all too often, people think they are safe but when we look at the loss their accounts experienced in the last correction, we realize our exposure is greater than we prefer. We are the only firm the in the area that factors in Inflation, future taxation, healthcare and fun in our income planning. If you don't have all these factored into your income plan, you are missing critical components as they are some of the biggest holes in our pockets. We also focus on distribution! We want to make sure that Uncle Sam in not your primary beneficiary and that your loved ones receive exactly what you intended and not a penny less. We take pride in educating our clients as we offer a "Client Resource Center" at our office. Clients can come in, check their accounts, use our printer/fax.copier. We have a scanner for those wanting to add documents to their Generational Vault (a feature our clients experience - it's like a Safety Deposit Box in the cloud - HUGE benefit!) We are client advocates and truly change lives not just in this generation but future generations as well. We are the very best in the area and welcome the challenge to offer second opinions. When it comes to something as important as your financial future, have the BEST give you a second opinion!

Last Call - Picture Day - Sunday! Family pictures, yes! New profile pic, yes! New baby, yes! RSVP and I'll see you Sunda...
05/29/2026

Last Call - Picture Day - Sunday! Family pictures, yes! New profile pic, yes! New baby, yes! RSVP and I'll see you Sunday!

05/14/2026
05/10/2026

To all the mamas, Happy Mothers Day! To the mamas in Heaven, we miss you extra today!

05/06/2026

The winner of the 1929 Pizza & Wine gift card is ............................ PattiAnn!!

Family Photos can be expensive but NOT here on May 31st, I'll cover the cost! RSVP to reserve your spot 1pm-3pm! This is...
05/05/2026

Family Photos can be expensive but NOT here on May 31st, I'll cover the cost! RSVP to reserve your spot 1pm-3pm! This is the backdrop.....

It’s NATIONAL SALAD DAY! These “Salad To-Go” containers are so great I got 4 extras to give away! If you want one, comme...
05/01/2026

It’s NATIONAL SALAD DAY! These “Salad To-Go” containers are so great I got 4 extras to give away! If you want one, comment “interested” to be entered into the giveaway!
Tell us your favorite place to get a salad so we know the good spots! 🥗

TAGalong to 1929 Pizza and Wine in Edwardsville! 1. Comment Interested below2. Take a friend, on TAG, out for dinner3. S...
04/27/2026

TAGalong to 1929 Pizza and Wine in Edwardsville!
1. Comment Interested below
2. Take a friend, on TAG, out for dinner
3. Share your experience with us

We love to support local businesses and reconnecting, intentionally, with friends! Pictured is the lasagna and meatball pizza, both delicious!

RSVP for our next client event, Picture Day! Give Mom the best gift this year, new family pictures!
04/24/2026

RSVP for our next client event, Picture Day! Give Mom the best gift this year, new family pictures!

HuHot Excursion Details:We will depart from TAG promptly 11:00am, carpool/caravan over to the restaurant where we will m...
03/25/2026

HuHot Excursion Details:
We will depart from TAG promptly 11:00am, carpool/caravan over to the restaurant where we will meet two other ladies. They don't accept reservations so we will call ahead to let them know we are on our way. I think we should be there a little over an hour before we head back toward the office. Lucy Thompson, Sue Quitmeyer, Paula Covarrubias, Mattie Elizabeth, Kenna Hadley, Megan Weiss, Mindy Olbrich Wilborn, we will meet at the office. If you can't make it, please let me know. Pauline Fichiera and Nancy Heintz Wangerin we will meet you there. If you have a TAG shirt, please wear it (photo op) if you don't have one and want one, shoot me your size and I'll have it ready for tomorrow! See you soon! I LOVE BIRTHDAYS!!!!

UPDATE: It looks like there's enough room for everyone to go. Lucy Thompson, Sue Quitmeyer, Paula Covarrubias, Mattie El...
03/10/2026

UPDATE: It looks like there's enough room for everyone to go. Lucy Thompson, Sue Quitmeyer, Paula Covarrubias, Mattie Elizabeth, Kenna Hadley, Megan Weiss, Mindy Olbrich Wilborn we will meet at my office and drive over. Pauline Fichiera and Nancy Heintz Wangerin, you two can meet us there. We should arrive at Hu Hot around 11:40am.
Date: Next Wednesday, March 25th
Time: 11:00am
Estimated Return time: 1:45pm

If something has changed and you can't make it, please let us know, thank you and see you soon!!

Vanessa Retter

Marchs' TAGalong is slightly different since it's my BIRTHDAY MONTH! TAGalong with me to my favorite restaurant over in St. Louis. Hu Hot Mongolian Grill has been a long time favorite of mine.
Date: Wednesday, March 25th
Time: 11:00am
Depart: The Advisory Group
Plan: We meet in the parking lot and caravan over to Olive Street. Accommodating 8 people is ideal so we will cap this TAGalong event at 8 guests, including Tricia and myself. We plan to carpool.

At HuHot Mongolian Grill, you’re the chef. Build your own bowl with fresh meats, vegetables, noodles, and sauces, then watch the grill masters cook it right in front of you on a massive circular grill. Every visit back to the buffet is a new flavor adventure.

If you're a foodie, if you're an adventurous eater, if you don't mind a trip to St. Louis, this is for you!

If you'd like to be entered to win Marchs' TAGalong, comment "Interested" below.

I can't wait to have a fun BIRTHDAY lunch with you guys!🥳

Financial Planning is important! So is knowing where to get the best chili in town 🌶️It's National Chili Day, tell me wh...
02/26/2026

Financial Planning is important!
So is knowing where to get the best chili in town 🌶️

It's National Chili Day, tell me where you love to get chili? I blame my mother for this, but I LOVE Wendy's chili...even in the heat of summer, I love me some chili!

Address

1 Sunset Hills Professional Centre, Ste C
Edwardsville, IL
62025

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