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TNL Asset Management LLC is an independent, fee-only investment advisory firm. In other words, we don’t sell anything but advice. That means, no unnecessary insurance contracts, no 12b-1 front-loaded mutual funds, and no parent company recommended “hot stocks” that could win us a trip to Hawaii. At TNL Asset Management LLC, we push sound financial advice that’s specifically geared toward each client’s needs—period.
We’re adamant about avoiding conflicts of interest with our clients. At TNL Asset Management LLC clients should expect and demand full disclosure. We’ve even designed our fee structure around avoiding conflicts.
Todd N. Lebor, CPA, CFP® is the President and founder of TNL Asset Management LLC. He is a Certified Public Accountant and a Certified Financial Planner™. To learn more about Certified Financial Planners™ and to request a free financial planning kit from CFP Board, please click on the following link and complete the CFP Board's form.. |
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