Beginning Investors

 

Thank you for your interest in our firm.  Our goal is to provide quality investment planning assistance to every client on an individualized basis.  At TS Financial Group, we are committed to helping our clients plan for their financial security.

As a potential client of TS Financial Group, we will share with you our thoughts and recommendations for long-term investing and which asset categories to avoid.

Just as you would interview us for a long-term relationship, we will evaluate the information you provide to determine how our services fit your needs and objectives.  For our existing clients’ benefit, we will accept only a limited number of new clients every year.  We have established minimum criteria for new clients so that we can continue to provide the highest level of service possible for everyone.

Thank you very much for your interest in our firm.  Please know that all personal and financial information is treated with strict confidentiality whether or not you become a client.  We look forward to meeting with you.