ts financial group, llc
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Prospect folderTRANSCRIPT
FINANCIAL GROUP, LLC
Comprehensive Wealth Management
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Welcome Letter 3
Comprehensive Wealth Management 5
13 Wealth Management Issues 6
J.D. Power and Associates Special Power Report 7
2012 Five Star Wealth Managers 9
America’s 50 Biggest Independent Broker-Dealers 11
Who We Are & What We Do 13
Focus On Your Future 14
Connect With Us 15
Contact Information 16
Index
Comprehensive Wealth Management FINANCIAL GROUP, LLC
Securities offered through LPL Financial member FINRA/SIPC
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Dear Prospective Client:
Thank you for your interest in our firm. Our goal is to provide quality investment planning assistance to every
client on an individualized basis. At TS Financial Group, we are committed to helping our clients plan for
their financial security.
Our mission statement is to deliver objective, unbiased advice to help you achieve your financial goals &
dreams throughout the many stages of life.
TS Financial Group, LLC is located in Lake Forest, IL. All securities are offered through Linsco/Private
Ledger, which is a member of FINRA/SIPC. Our independent firm is comprised of three managing partners
who have a combined over 50 years of industry experience. We have chosen to be independent so that we can
provide our clients with a greater variety of resources and services that are best suited to achieve their goals.
The firm provides investment planning services for individuals, corporation’s, trusts and retirement accounts
with investable assets totaling in excess of $250,000,000. We also employ a staff of dedicated professionals
assigned to work within a team environment that strive to provide our clients with the best experience possible.
Our Investment Philosophy:
Our purpose is to uncover the true needs and goals of each client in order to provide the service and expertise
that each client deserves. The initial interview sets the stage for discovering how the 13 Wealth Management
Issues pertain to each client. This comprehensive analysis and dedication has allowed us to develop many long
-term relationships with our clients. Investment portfolios for your retirement funds are developed using an
investment strategy known as asset allocation, which is simply the investment of your money among different
asset classes. Asset classes on the most basic level are described as stocks, bonds and cash.
We utilize asset allocation models with different risk and return characteristics by using allocations across
multiple categories.
As a potential client of TS Financial Group, we will share with you our thoughts and recommendations for
long-term investing and which asset categories to avoid.
Comprehensive Wealth Management FINANCIAL GROUP, LLC
Securities offered through LPL Financial member FINRA/SIPC
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Modern Portfolio Theory…
Your goals, attitude toward risk and your age are very important when creating a sensible mix of investments.
We will identify a portfolio that matches your unique situation and will continue to monitor your investments
to meet your needs.
We will work hard to be your trusted advisor when you are faced with those critical financial decisions.
Just as you would interview us for a long-term relationship, we will evaluate the information you provide to
determine how our services fit your needs and objectives. For our existing clients’ benefit, we will accept on-
ly a limited number of new clients every year. We have established minimum criteria for new clients so that
we can continue to provide the highest level of service possible for everyone.
Thank you very much for your interest in TS Financial Group. Please know that all personal and financial
information is treated with strict confidentiality whether or not you become a client. Feel free to contact our
office toll free at 866-900-7890 with any questions you might have. We look forward to hearing from you.
Sincerely,
Dan Nagel Dan Bouska Jeff Feinendegen
Comprehensive Wealth Management FINANCIAL GROUP, LLC
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Securities offered through LPL Financial member FINRA/SIPC
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1) Create and Grow Wealth
Appropriateness of Investments
Adequacy of Life Insurance
Liabilities Handled in the Most Cost Effective Way
2) Protect and Preserve Wealth
Analysis of Overall Investment Portfolio
Analysis of Overall Insurance Plan
Tax Sensitivity Feelings Incorporated Into Your Overall Investment Portfolio
3) Plan the Distribution of Wealth during Life in the Most Tax-Advantaged Way
Qualified Retirement Plan/IRA
Corporate Executive Stock Options
Business Succession Plan
Durable Power of Attorney
Gifting to children
Charitable Gifting
4) Plan the Distribution of Wealth at Death in the Most Tax-Advantaged Way
Titling of Assets
Who is Executor/Trustee
Distribution of Wealth to Spouse, Descendants and Others
Charitable Gifting Inclinations at Death
Comprehensive Wealth Management FINANCIAL GROUP, LLC
Comprehensive Wealth Management
Securities offered through LPL Financial member FINRA/SIPC
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1. Investment Issues
2. Insurance Issues
3. Liabilities Issues
4. Qualified Retirement Plan/IRA Distribution Issues
5. Stock Options Issue
6. Business Succession Issues
7. Durable Power of Attorney Issues
8. Gifting to Children/Descendents During Life
9. Charitable Gifting During Life Issues
10. Titling of Assets Issues
11. Executor/Trustee Issues
12. Distribution Plan to Spouse/Descendents at Death Issues
13. Charitable Inclinations at Death Issues
Comprehensive Wealth Management FINANCIAL GROUP, LLC
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13 Wealth Management Issues
Securities offered through LPL Financial member FINRA/SIPC
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Securities offered through LPL Financial member FINRA/SIPC
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Securities offered through LPL Financial member FINRA/SIPC
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Securities offered through LPL Financial member FINRA/SIPC
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Securities offered through LPL Financial member FINRA/SIPC
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Securities offered through LPL Financial member FINRA/SIPC
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Securities offered through LPL Financial member FINRA/SIPC
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Securities offered through LPL Financial member FINRA/SIPC
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Comprehensive Wealth Management FINANCIAL GROUP, LLC
Connect With Us
Securities offered through LPL Financial member FINRA/SIPC
Website
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Eric Feinendegen
Director, Client Relations
Phone: 847-735-7103
Email: [email protected]
Rhoda Horn
Office Manager
Phone: 847-735-7100
Email: [email protected]
Samantha Savaglio
Client Service Associate
Phones: 847-583-1175
Email: [email protected]
Daniel Bouska
Managing Partner
Phone: 847-735-7102
Email: [email protected]
Jeffrey Feinendegen
Managing Partner
Phone: 847-735-7104
Email: [email protected]
Daniel Nagel
Managing Partner
Phone: 847-735-7101
Email: [email protected]
TS Financial Group, LLC
1052 N Western Ave
Lake Forest, IL 60045
Fax: 847-735-0700
tsgroupllc.com
Contact Information
Comprehensive Wealth Management FINANCIAL GROUP, LLC
Securities offered through LPL Financial member FINRA/SIPC