Reviews and Testimonials
~ TL Financial Group takes the pain out of financial planning. The entire staff is very professional, yet they treat us with kindness and care. We've been using TL Financial Group for over 13 years and are very satisfied with our financial growth. TL Financial Group excels at providing financial care for major life changes as well as end-of-life planning. We use many of their services, including Tax Planning, Medicare/Social Security Planning, Secure Document Storage, as well frequent Economic and Tax Updates.
- Ron M
*The statement was provided on July 5, 2023, by Ron M, a TL Financial Group client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~ Dear TL Financial Group Team, I want to thank you all for the excellent gift from Shinola- Detroit, travel alarm clock. It was so very thoughtful of all of you for thinking of me during my retirement. May God Bless you all and keep you safe all the time. Thank you so very much.
- Bob D
*The statement was provided on July 19, 2023, by Robert D, a TL Financial Group client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~ What we enjoy most about working with Tony, Erin, Kat, and the rest of the staff at TLF Group is their passion to get "our plan right." They made sure they got ALL of our information and then built a plan thru the Right Capital software that tied everything together for us in one place. Being a numbers guy, it made life simple. We can sign in, and we can see anything we want in our plan with the option to change any variables to see how it impacts us down the line. Having retired early, we had a number of options to create an income stream thru existing non-taxable income, an annuity, two Social Security Plans, 401 (k), and Roths. They laid out the best plan for us that will keep our taxes low but keep our spending flow over the income we expected in retirement.
They relieved a lot of stress of managing all these various accounts by pulling them all together and giving excellent advice on how to activate a plan tailored to our needs. We were worried about making the wrong calls on when and what streams of income to turn on, but now that those worries are gone, we get to spend more time together as a couple, enjoying our life more. We would recommend you invest some time with TLF Group and let them guide you to a stress-free retirement.
- Paul M
*The statement was provided on June 9, 2023, by Paul M, a TL Financial Group client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~TL Financial Group, Tony
Thank You for the beautiful clock celebrating my retirement.
I am reflecting on the time working toward retirement and remembering the dedicated members of your team.
Erin and Robin were instrumental in helping me reach my goals. Erin, for good listening ear and sound advice that fit my needs and comfort level. Robin, for her logistic expertise and cheerful greetings.
Every member of your team I have encountered has been friendly, courteous, and helpful.
A heartfelt thank you to you and your wonderful staff.
-Dave T
*The statement was provided in November 2022 by Dave T who is a client of TL Financial Group. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~Many thanks to all of you for the beautiful bamboo plant for our 25th wedding anniversary. It is amazing how fast the years go by, even when you are retired. We appreciate the good service you all have given to us through the years.
May God Bless all of you- Jim and Elaine A
*The statement was provided on 12/20/22 by Elaine and James A, clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.