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 

 

 

 

 

 

Want to get in touch? We'd love to hear from you. Here's how you can reach us. 

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

Phone
734.250.8041

Fax
734.250.8093