Who We Are
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 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 five-year-old son, Payton. They enjoy going to the beach with their bullmastiff named Otis and watching Florida sunsets.
What We Do
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.