legacy & tax planning

Build Your Future

Legacy and tax planning isn’t just about what you leave behind—it’s about making thoughtful decisions today that reflect your values. At Nathan Scarborough Financial Services, we help you organize your financial life with intention, addressing everything from tax efficiency to estate strategies. With a clear, customized approach, we work alongside you to support the future you envision for your family and the causes you care about.

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Your Legacy, Your Vision

Your financial decisions today ripple far into the future, shaping opportunities for those you care about most. We help ensure that every asset is positioned to reduce tax impacts and reflect your legacy’s true purpose.

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social security insights

Uncover opportunities with comprehensive reports and powerful tools that analyze every aspect of your Social Security benefits.

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Medicare guidance

Navigate Medicare with confidence using tools and insights that help you choose the best options for your needs.

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estate plans

Ensure your assets flow seamlessly to loved ones with a plan tailored to your wishes.


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Trusted guidance

Strategic Guidance Backed by Specialists

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With TAG Advisors, we draw on specialized resources to build tax and legacy strategies that reflect your unique goals.

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advanced tax strategies

Leverage advanced insights to minimize tax burdens with forward-thinking solutions.

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proven track record

TAG Advisors contribute valuable industry insight that helps inform the income strategies we develop for our clients.

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compliance confidence

Ensure your financial plans align with the latest regulatory standards.