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Finally, Your Family Can Get on the Path to Financial Independence Without Crazy fees or Fine Print

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We've helped thousands of Middle Income Families who were Previously Missing Wealth-Building Opportunities

Don't be fooled by the big names or traditions. People are getting lower returns than they should, and missing out on wealth building opportunities. Let us show you opportunities you may have to improve your financial situation.

Construct a Plan to Achieve Your Goals

What if you could have a solid financial plan that wasn't contingent on the job you have, or where you've come from? Now, you can establish a plan to build wealth that goes with you wherever you go.

Get optimal returns on your Money

Banks are offering clients less than 1% in interest, and guess who makes the profit? They do! We want to show you how you can profit more by skipping the middle man (the bank), and getting your money to work for you.

Properly Protect your Family with Insurance

60 million US households are uninsured or under-insured; with an average coverage gap of $200,000. Let us help make sure your family has the protection they need if something untimely happened.

Get Personal guidance to Stay on Track

For habits that take grit, most people need a coach to help guide their decisions and hold them accountable. With financial independence, it's a journey that takes grit. Let us hold your hand, meet with you routinely, and guide you to your goal.

How we help our Clients

We teach How Money Works

Let us begin teaching and helping you apply the principles that are helping our clients to save more, eliminate debt, and properly protect their families.

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Middle Income Families Can Become Wealthy

Check out the principles that help our clients...

Meet Mark Hansotia

The founder of Tagan Financial, Mark is dedicated to building a financial services distribution network to serve families across the US. Mark has mentored families to become financially free and helped startup entrepreneurs across the US to become financial firm owners. When Mark isn't using his time to help families improve their finances, he's likely watching sports or spending time with family.  

Schedule a consultation to get your family on the path to financial independence.

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"Wow! My finances have never looked this good… a financial makeover is what i needed! Mark is so patient and responsive.. He always knows the right answer and his staff is so friendly and kind…. Thanks so much!”  

- Jackson Wilson

“I started working with Mark as a client and I learned so much in my first 2 sessions that I decided to get licensed and mentor with him… wow! It’s made such a huge difference in my life! Thx Mark”

- Pam Taylor

“I was so stressed about my finances… but, working with Mark made my anxiety disappear! He’s so thorough and detailed and a very nice guy!”    - Jennifer Smyth 

Attention! Become an Agency Owner

We're looking for ambitious, self-disciplined people with a track record of success to partner with us to help more middle income families achieve freedom. Schedule a consultation to find out how.

We Own and Operate 41 Financial Services Locations across the US

We've helped aspiring entrepreneurs to start financial firms of their own, and we're looking for more aspiring branch owners. See what our firm owners say about us...