Smart Decisions, Smart Goals
Services Offered by Dr. Li
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Dr. Li
Our Success is Built on Yours
TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.
Frequently Asked Questions
- 9/17/215 out of 5Rating 5.0Li is knowledgeable, organized and super thorough with her research and analysis. She takes the time to understand my risk tolerance and long-term goals, and helps me stay on track towards them. Financial planning can be overwhelming but Li would always find the best way to break it down for me, even if that means extra work on her end. Thank you, Li!Response from Li Tian9/22/21Thank you very much GeengYee. I appreciate the opportunity working with you, and that WLS introducing us years ago! It has been a pleasure that I hope it will last for many more years and decades to come!
- 5/12/215 out of 5Rating 5.0Li gives such great, meaningful advice, that makes us feel secure and confident moving forward with our financial future. She is trustworthy and reliable.Response from Li Tian7/9/21Thank you so much Allison! It is my pleasure to help you and your wonderful family!
- 5/11/215 out of 5Rating 5.0We have been with Dr. Li for a few years and enjoyed her service very much. She is professional, helpful and responsive. It’s always a pleasure to work with her whether we have a question or need to change the investment strategies in our policies.Response from Li Tian7/22/21Thank you so much Steve, for the review as well as the continued friendship from you and Jane, which I treasure so much! It is my pleasure to help you and your wonderful family!
- 5/8/215 out of 5Rating 5.0Li is not only knowledgeable and experienced, but also honest, patient,responsible and reliable. She reviews my account periodically and keeps me updated with market and investment performance. Great customer service with follow ups! Happy to have her as my financial advisor!Response from Li Tian7/9/21It is my pleasure to share the information and knowledge with you, Birong, and your friends. And it's wonderful to be able to provide some help!
- 5/6/215 out of 5Rating 5.0She is very passionate about her business . Great customer service with fantastic follow up . She also has a lot of patience and the willingness to help in anyway she canResponse from Li Tian7/9/21Thank you Chellind, for your kind review. I feel fortunate to get to know you and happy to help where I can!
- 5/6/215 out of 5Rating 5.0Li is an expert on the services she provide. She knew exactly what products I wanted to invest and also explained them to me in a simple and honest way. At the end, my investment has performed very well for the last few years and I am very happy with her as my financial adviser.Response from Li Tian7/9/21Thank you Lihao, for your continued friendship and trust. I am happy to do my part to help you and your wonderful family to have a stronger financial future!
- 5/6/215 out of 5Rating 5.0Li is not only very experienced and responsible but also a nice and knowledgeable person. I'm very pleased with her work.Response from Li Tian7/9/21Thank you so much Jian, for your trust and friendship over the years! It is my pleasure to help you and your wonderful family!
- 5/5/215 out of 5Rating 5.0非常真诚，详细，很负责任，助人为乐，很值得信赖的朋友。Response from Li Tian7/9/21非常高兴认识您，方姐。也非常高兴可以给您提供一些帮助。谢谢您的信任。
- 5/5/215 out of 5Rating 5.0Great experience! Honest, kind, and knowledgeable. Thanks Dr. Li TianResponse from Li Tian7/9/21Thank you so much Chris, for the review as well as teaching and helping so many kids over the years! It is my pleasure to help you and your family with your insurance and financial planning needs.
- 5/5/215 out of 5Rating 5.0I give a Five Star for Li. Specifically for her dedication to help her clients. She is a very experienced and knowledgeable financial advisory and has kept us will informed about the new financial products and when to buy into the new products. We are thankful for her thoughtfulness.Response from Li Tian7/9/21Thank you Jeff, for your review and always being there for us as well. It is my pleasure to share some financial tips and updates and help you guys where you need.
- 5/1/215 out of 5Rating 5.0Li was very detail-oriented and attentive to our needs in retirement. Would highly recommend her servicesResponse from Li Tian7/9/21Thank you Gary, for your kind review, and trust and friendship from both you and Shelley. I am very happy to get to know you both and have the opportunity to provide some help on your retirement planning matters.
About Dr. Li's Office
|Day of the Week||Hours|
|Monday||Open 24 Hours|
|Tuesday||Open 24 Hours|
|Wednesday||Open 24 Hours|
|Thursday||Open 24 Hours|
|Friday||Open 24 Hours|
|Saturday||Open 24 Hours|
|Sunday||Open 24 Hours|