Five Star award winner Tony LaJeunesse, AIF®

PROFESSIONAL PROFILE

Contact Me

Tony LaJeunesse, AIF^®

Financial Planner/Owner/CEO

TL Financial Group

13433 Reeck Ct

Southgate, MI 48195

Office: 734-250-8041

tonylaj@tlfgroup.net
www.tlfgroup.net

Professional Approach

I was born and raised in Trenton, located in southeast Michigan in an area commonly referred to as "Downriver." Downriver is the unofficial name for a collection of 18 cities and townships in Wayne County, Michigan, south of Detroit along the western shore of the Detroit River. We enjoy beautiful sunsets and water activities on the Detroit River and Lake Erie. The area is supported by automotive, steel, health care, engineering, energy, and retail. It's a real diverse community and close-knit. They say that "six degrees of separation" is the idea that all people are six or fewer social connections away from each other. "Downriver" is probably three degrees of separation!

Our clients know that family is essential to me. I am truly blessed and value my time with my wife, Kelli, and our two children, Adrianna (24) and Isaac (22). We are in the pre-empty nesting stage of life. Isaac is working full-time as a team-lead at an automotive supply company and pursuing a bachelor's degree in Business Management. Adrianna has a bachelor's degree in Biology and recently started working at TL Financial Group. This is an exciting phase in her life, along with mine, to work side by side.

This new phase in life has allowed us to travel a bit more and try different activities. We purchased an Airstream camper a few years ago and really enjoy visiting some great locations with our two dogs, Charlie and Abby. I enjoy golfing and gardening in my free time. I enjoy making my own hot and tomato sauce from my garden. There is something so satisfying about participating and watching the process from beginning to end. I have some blueberry bushes and peach and apple trees. I love watching my friends and family pull off a fresh apple or pick a handful of blueberries to enjoy.

I am an active member at FSI (Financial Services Institute), a Washington, DC-based organization that functions to look out for the benefits of average Main Street investors like our clients. I was privileged to sit on the board of directors from 2014 to 2018 and help shape policy and advocate for our clients and main street investors.

I founded TL Financial Group in 2002 to educate individuals and families on how to achieve their most important financial goals. Looking out for our client's best interest has been at the heart of "what and why" we do what we do. As a comprehensive financial planning firm, we provide customized plans to help meet our client's needs—whatever they may be. We believe our role is to be your fiduciary asset manager that will be there to support you through life's challenges and transitions.

Well, now that you know a little more about me. If you would like to meet with our team and me to see if we would be a good fit, please call us or send an e-mail. We look forward to hearing from you!

See Accomplishments

This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 08/21/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3715 Detroit-area wealth managers were considered for the award; 289 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,651, 278, 8%, 5/1/24, 9/5/23 - 2/29/24; 2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 275, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12.

Click to access BrokerCheck

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.