We take a personalized approach to Portfolio Management and Investment Advisory services.

No person or business has the same set of factors determining their financial goals and objectives. Therefore, at TLS, we believe being productive begins with a strong line of communication. Effective planning involves a coordinated approach to all areas of personal financial management. We take the time to understand your current financial position and your goals before making recommendations. Whether you’re just starting to evaluate your investment options or have an established plan that needs monitoring or adjustments, TLS can provide the services you require to make sound decisions. We’ll be with you every step of the way. The following outlines our steps in the financial planning process:

  1. Establish and define the client-planner relationship
  2. Gather client data, including goals
  3. Analyze and evaluate your financial status
  4. Develop and present financial planning recommendations and/or alternatives
  5. Implement the financial planning recommendations
  6. Monitor the financial planning recommendations

We’ll keep you informed of changes that can affect your plan, advise you of the possible outcomes these changes may have on your plan, offer recommendations and implement changes you request. Changes in your financial objectives, health status, income and other factors are a part of life. That’s why we view the process as ongoing. Periodic reviews are essential to making timely adjustments to your financial goals.