Your community. Your family. Our purpose.

 

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At TL Financial Group, we combine our retirement and comprehensive financial planning expertise to help you realize the future you envision for yourself and your loved ones. 

We listen to your unique situation and construct tailored strategies that protect and grow your assets through unpredictable economic times.

We are an independent advisory firm composed of a close-knit team that is completely committed to your financial and personal well-being. Our role is to be your advocate and financial educator who can support you through life’s challenges and transitions.

 

We bring a powerful perspective that comes from years of providing financial expertise in our regional communities and are supported by the substantial resources of Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser-independent broker/dealer. Commonwealth provides access to in-depth research, a comprehensive array of tools, resources, and technology.

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Planning professionals

Research analysts

Economic analysts

Compliance specialists

Planning tools

Financial technology

Practice management

Community with other independent advisors

Commonwealth has the scale, stability, and resources to help us deliver the solutions our clients need. With a staff of more than 750, Commonwealth helps approximately 2,000 independent advisors managing total client assets of more than $200 billion.1

Like TL Financial Group, Commonwealth is also independently owned and managed. This means we’re both free to allocate resources where they’re needed to benefit clients—not shareholders.

Commonwealth ranks "Highest in Independent Advisor Satisfaction Among Financial Investment Firms" in the J.D. Power 2019 Financial Advisor Satisfaction Study.2 But it's what that achievement means for our clients—on a daily basis—that makes the difference.

As of 12/31/19

Commonwealth Financial Network® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, and 2019 Financial Advisor Satisfaction Studies of customer satisfaction among financial advisors. Visit jdpower.com/awards.

 

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Dedicated to Service

Our mission is to serve and enrich our community by providing thoughtful leadership, our expertise, professional tailored advice, and financial education.
 

Core Values

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Family

 

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Communication

 

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Community

 

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Lifelong learning