~ 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 Malhoit

*The statement was provided on June 9, 2023, by Paul Malhoit, 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.