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TS Financial Group, LLC

Tel: 727-603-8890
Serving the Tampa Bay, FL and Libertyville, IL Areas
Safety Harbor, FL 34695
TS Financial Group, LLC | Financial Advisor in Safety Harbor ,FL

Your Goals. Our Strategies. Wealthbuilders for Your Dynamic Life!

About TS Financial Group, LLC

We our proudly independent and work with individuals and business owners to develop a comprehensive wealth management plan together. We are able to do this by utilizing a team approach and by focusing on four key components: Financial Enrichment, Risk Mitigation, Wealth Transfer and Proper utilization of the spectrum of investments. We are uniquely positioned to potentially contribute to the financial success of our clients and our community- while taking full advantage of the superior support and scale of LPL Financial, the nation's leading independent brokerage firm.

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General Information

Firm Start Year:   1990
No. of Employees:   10-19
Insurance License#:   P007084
Name of Broker/Dealer:   LPL Financial
States Licensed in:   FL, IL, TX
Number of Years with Current Firm:   23
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses


Investment Types:   Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Firm Information

Firm's Number of Clients:   880
Firm's Number of Planning Clients:   735
Firm's Number of Managed Clients:   735
Assets Managed by Firm:   $700,000,000
Advisor's Number of Clients:   1170
Advisor's Number of Managed Clients:   925
Advisor's Number of Planning Clients:   925
Assets Managed by Advisor:   $279,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets, Commissions

Financial Services

Financial Planning for Businesses

We work with businesses to make sure they are making financially sound decisions regarding their business. We will also review your insurance needs to make sure you have adequate coverage and discuss those risks being taken if you are under insured. We can manage SIMPLE and SEP IRAs as well as 401Ks. We have many options for establishing employer sponsored retirement plans and will diligently work with you to choose the best plan for your business.

Financial Planning for Individuals

We use comprehensive financial planning software to create your own unique plan. Our belief is that financial planning is ongoing and that the plan needs to be reviewed on a regular basis to make sure you are on track. Periodic reviews help identify changes that may need to be made as a result of something that has changed in your life such as job change, death of a loved one, birth or adoption of a child or change in you or a family member's health. Without periodic reviews, your plan becomes outdated and you may no longer be on track for reaching your retirement goals.

Financial Advice & Consulting

Our mission statement is to help our clients work toward financial independence through planning. We spend our time with clients to determine their goals and objectives, time horizon, risk tolerance, and then help them make suitable financial decisions for their future. We strongly believe in the value of educating our clients so that together we can make informed decisions with which they are comfortable.

Portfolio Management

We will utilize all resources to create an allocation tailored to your specific needs, goals, risk tolerance and time horizon. We do not create cookie-cutter portfolios and will work hard to make sure your portfolio is specific to those needs and goals.

Retirement Planning

We work with you to create a financial plan that is unique to you. Our guidance will help you determine your retirement goals and work to keep you on target for reaching those goals using a highly rated financial planning software. Together we establish a plan that helps define your retirement and help you to visualize what you want it to look like.

Insurance Planning

Many people are under-insured. Insurance planning isn't only about life insurance but making sure you have the correct life insurance for your needs and circumstances. Depending on your specific financial situation, a long term care policy may be needed to help protect your assets from a Medicaid spend-down. Long Term Care and Disability insurance are two areas that many individuals and business owners neglect to consider. We will work with you to determine the appropriate coverage you may need.


Some annuities are very simple and easy to understand while others quite complex and more difficult to comprehend. We work with our clients to first determine if an annuity would potentially be a good fit for them. If an annuity is a viable option, we work to find the annuity that best fits their needs and plan. We will make sure our clients understand how an annuity can help to complete their portfolio and how it works.

Estate Planning & Trusts

Transfer of assets to beneficiaries and charities can become extremely complicated. We work to create a plan that will transfer those assets to your beneficiaries and/or charities in the most efficient way possible.

Wealth Management

Review of all of your assets is vital to creating a complete and accurate picture of your financial situation. We will take a holistic approach in making sure that we address everything that is important to you including charities and family members. Additionally, we will help you to create a plan for the most efficient way to transfer your assets to your beneficiaries and/or favorite charities.

Risk Management

Everyone's risk tolerance is different... We will perform a risk assessment to determine your ideal risk and then build a portfolio that matches your specific risk. Additionally, we will make sure that everyone understands what to expect given their risk, how their portfolio should grow over time, and how it will perform during different market conditions.


WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Form ADV Part 3


Additional Detailed Disclosures



Securities and other advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice offered through TSFG, LLC, a Registered Investment Advisor. TS Financial Group, LLC and TSFG, LLC are separate entities from LPL Financial


Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:30 AM - 6:00 PM
Tue. 8:30 AM - 6:00 PM
Wed. 8:30 AM - 6:00 PM
Thu. 8:30 AM - 6:00 PM
Fri. 8:30 AM - 6:00 PM

Communities Served

Tampa Bay, FL Orlando, FL Lake Forest, IL Libertyville, IL Houston, TX

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