Who We Are
Being comfortable, informed, and confident in every decision made about your future retirement income is not just a privilege, but your right. At TB Financial Group we are dedicated to ensuring each and every one of our clients understands exactly what they are doing with their money. We believe the key to being “The Best” financial group is transparency and personalization, which is why we offer in-depth, interactive and comprehensive seminars in simple language – explaining our services, how our strategies are designed, and even our very own pay structure. As well as complimentary consultations to discern your current strategies, we also perform reviews to assess how those strategies are aligned to meet your retirement income goals and how we can optimize them against market downturns and tax repercussions.
At TB Financial, we listen and we care. We are not a one-stop shop to instant retirement income success. We meet with clients multiple times so we can fully understand their goals and help ensure they understand the strategies we are designing for them. Let our experienced staff work for you. Give us a call today because you deserve The Best.
CAS®, Certified Annuity Specialist®
CEO & Founder, TB Financial Group
Elizabeth “Liz” began her career as an insurance agent in 2007 and has quickly become one of the most knowledgeable annuity and income strategists in the country. She holds the prestigious Certified Annuity Specialist® designation and is a part of Ed Slott’s Master Elite IRA Advisor Group and the Premier Association of Financial Professionals Million Dollar Round Table. Liz spent a majority of her career working at one of the nation’s top retirement agencies where she played a key role in case design, implementation, product education, customer service, and administrative oversight. In the last four years alone, Elizabeth has designed and implemented over $200 million in income plans using only fixed and fixed-index annuities. Her favorite time spent is with her seven-year-old son, Payton. They enjoy riding their horses and watching Florida sunsets on Lake Harris where they reside.
Steve is a Wake Forest MBA Graduate, has passed the Series 65 exam and is a Registered Investment Adviser Representative, along with being a licensed Insurance and Annuity Agent. Steve has more than 30 years of investing and global business experience that includes senior leadership positions in large public corporations, business start-ups, acquisitions, and a well-rounded set of skills and abilities.
Steve has a passion for helping others and has a “client first” approach to business that leads to long-term, mutually beneficial relationships. Steve is excited to work with Liz and the team at TB Financial Group because of the way they always focus on what’s best for clients above all else to create long-term trusting relationships. The team lives the moto: We Listen, We Care, and We Educate.
Steve and his wife Mary have lived in The Villages for 10 years and have three adult children. Steve is an active commercially rated pilot, licensed aircraft mechanic, and enjoys traveling.
What We Do
TB Financial Group is changing the retirement income planning industry and raising the bar for how it will be done. Our innovative planning strategies and tools using fixed annuities, index annuities, and life insurance are rapidly being sought after by both retirees and advisors alike.
We take great pride in our reputation as “industry leading experts in annuities and life insurance.” These two instruments offer some of the strongest income and tax benefits, but are often very misunderstood and underutilized. We invite you to join us at one of our upcoming workshops to learn more about our strategies and experience what working with “The Best” truly means.
TB Financial Group specializes in:
- Planning with Fixed Annuities, Index Annuities, and Life Insurance
- The Design and Implementation of Comprehensive Income Plans
- Wealth Preservation
- Income Maximization Strategies
- IRA, Inherited IRA, and 401K Distribution Strategies
- Annuity Exit Strategies
- Protecting Principal against Market Volatility
- CD and Savings Alternatives
- Legacy Planning
How We Do It
We believe your retirement should be just that: yours. That is why constant contact and an open line of communication are priorities to TB Financial Group. Our mission is to ensure you feel confident about your future, which is achieved by listening to you and making certain the plans implemented are directly in line with your goals and desired lifestyle.
There is nothing more valuable to us than the relationship we have with our TB Family. Beyond implementing your retirement income strategies, we are committed to seeing out your retirement income plan for years to come. At TB Financial Group, we take a proactive approach to ensure communication lines are open via reviews, phone calls, newsletters, social events, and our educational workshops.
We believe in making intelligent decisions and are committed to teaching you how the products used in your retirement income plan work. We strive to make sure you feel confident with the strategies implemented and encourage you to continue attending our workshops.
We Have Fun!
Not all of our business is serious! We believe in having a good time and we enjoy spending time with our TB Family at the various workshops, social events, and parties that we host. Life is much too short; we believe it’s the memories made that truly matter. Visit our “Upcoming Events” page or request to be added to our mailing list to keep up-to-date on our upcoming events.
At TB Financial Group we believe in giving back to our community and taking every opportunity to improve the lives of those around us. Being “The Best” financial group doesn’t stop at helping retirees live out their dreams through personalized services, it also incorporates doing the absolute best we can for those in and outside of our community. To do so, we donate time and money to numerous charities including Good News Jail and Prison Ministry, Beyond the Walls Food Pantry, American Cancer Society, Arnold Palmer Hospital for Children, Cornerstone Hospice & Palliative Care and the MLK Commemorative Committee, among others. If you want to volunteer with us or donate to a variety of worthy causes, please contact us for more information or check our events page for upcoming opportunities.