Investment Planning is part of a comprehensive financial plan that maps out an investing strategy to help you meet your long and short-term goals. We take a great deal of time to understand your investment goals and objectives, and our independence is your advantage!


  • Portfolios that provide a disciplined, procedure and rules-based approach
  • Understanding your Risk Score and tolerance for risk before you invest
  • Independence provides us freedom from a corporate structure limiting our investment options; our clients and we love this. We have access to a broad array of stocks, ETFs, Mutual Funds, etc.
  • Continual and proactive monitoring of your investments
  • Fiduciary – placing your interests first!


More Questions? Schedule a 15-Minute call in our Calendar 






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Office Location
TL Financial Group
13433 Reeck Court
Southgate, MI 48195