Updated February 29, 2024
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TS Financial Group

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$649M
Years in business20+

About TS Financial Group

TS Financial Group, LLC™ stands as a beacon of independent financial guidance, leveraging over 50 years of combined experience to craft tailored wealth management solutions. Committed to client success, they prioritize comprehensive planning across four key pillars: wealth creation and growth, protection and preservation, tax-efficient wealth distribution during life, and posthumous wealth distribution. As independent advisors, they offer unbiased advice, free from proprietary product pressures, ensuring recommendations align solely with client needs. Their personalized approach fosters enduring client relationships, particularly within the healthcare industry demographic in the Greater Chicagoland Area. Through meaningful partnerships and access to diverse resources, TS Financial empowers clients to pursue long-term financial goals with confidence, integrity, and expertise.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Creating and Growing Wealth
  2. Protection and Preservation of Wealth
  3. Distribution of Wealth
  4. Appropriate Investments
  5. Adequate Life Insurance
  6. Retirement Planning
  7. Charitable Gifting
  8. Tax-Efficient Strategies

More about TS Financial Group

DesignationsMinimum asset threshold
RIA$100k
Firm CRD NumberNumber of advisors
1725556

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Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than TS Financial Group.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings