We believe our our teamwork approach adds a broader perspective to all we do and providees increased benefits to our clients. Our team of financial professionals can help you address investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management. We also can answer your questions, such as can I retire early, are my investments working hard enough, what's the best approach for college savings, what are the elements of a sound estate strategy, and do I have enough life insurance for my family. We have the experience to help you reach your financial goals.
Investment Advisor Representative and Partner/Vice President of TLPFG
Investment Advisor Representative and Founding Partner/President of TLPFG
After College Ted began a career as a paramedic/firefighter where he worked for ten years. He spent the last five of those years also working in the local Emergency Room. In 1985 his career goals took a new direction and he stepped...
Investment Advisor Representative
Keith is a 1973 graduate of Purdue University's School of Engineering, and he enjoyed a 20-year career in data processing management prior to becoming a financial advisor in 1993. Since changing professions, he has not only obtained a...
After college, Nancy spent 14 years in corporate marketing and finance. In 1996, she joined her husband Keith and his partners in their growing financial planning practice. Nancy obtained her securities registrations in 2000, and has...
Ashley is an enthusiastic and innovative professional with several years experience in Human Resources and Accounting management. Prior to joining T.L. Philips Financial Group in 2018, she and her husband owned a logistics company. Her...