We aim to professionally support, educate, and provide informed direction to each and every client. With over 100 years of combined industry experience, we offer investment advisory services to company sponsored retirement plans and individuals. Our approach is to forge a strong partnership with our clients in meeting their goals and objectives.
As an independent firm with no proprietary obligations to any bank, mutual fund or insurance company, we are objective and unbiased in our advisory and consulting services. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.
As an independent firm with no proprietary obligations to any bank, mutual fund or insurance company, we are objective and unbiased in our advisory and consulting services. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.
Services
Our Process
Report
TLC Group provides investment advisory services to company sponsored retirement plans, individual plan participants and high net worth individuals. Our advisory and consulting services are objective and unbiased and we have the experience and expertise to lead fiduciaries and individuals through a prudent process to achieve their goals.
Fiduciary Services
Report
A "fiduciary" is a person who is charged with the management and operation of a qualified retirement plan. Plan sponsors must pay particularly close attention to their fiduciary responsibilities which involve personal liability, complex laws and regulations, lack of fee transparency, conflicts of interest, and increased scrutiny by investors and regulators.
Investment Advisory Services for Plan Sponsors
Report
We service a diverse clientele, ranging from corporations and non-profit organizations to individual business owners. TLC Group Investment Advisors provides unbiased fiduciary consulting and investment advisory services to company sponsored retirement plans, fiduciaries and individual plan participants.
Employee Education and Communication
Report
We appreciate the need for plan sponsors and fiduciaries to properly communicate the benefits offered by their retirement plan. We are committed to participant education, communication and ongoing service. We specialize in creating and implementing participant education campaigns to reach your employees throughout their employment cycle, using a wide range of media.
Insurance – Asset Protection
Report
We recognize that insurance is essential to any comprehensive financial security plan. Through our affiliation with insurance brokerage firms, we have access to a variety of insurance products, including life insurance, disability insurance, and long term care insurance and can search for the most cost effective and financially stable options for our clients.
Reviews (1)
Melody Aumiller
Sep 28, 2019
Report