Speak with an advisor

 813-654-4718

Check us out

TAKE THE FIRST STEP TOWARD REACHING YOUR

FINANCIAL GOALS

Get the information that can help you live a confident retirement.

ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

2248
Tuesday September 15, 2026 & Thursday September 17th, 2026
The 5 Pillars of Retirement
6:00 pm | Jimmie B Keel Regional Library
Presenter: Glenn Cummings & Michael Lankford
2272
Tuesday September 22nd, 2026 & Thursday September 24th, 2026
The 5 Pillars of Retirement
6:00 pm | The Capital Grille
Presenter: Glenn Cummings & Michael Lankford
2252
Tuesday October 13th 2026 & Thursday October 15th 2026
The 5 Pillars of Retirement
6:00 pm | Donovans
Presenter: Glenn Cummings & Michael Lankford
2254
Thursday October 22nd, 2026
The 5 Pillars of Retirment
6:00 pm | Top Golf
Presenter: Glenn Cummings & Michael Lankford

RATHER MEET

ONE-ON-ONE?

Schedule a meeting with one of out team to create your financial strategy today.

Or give us a call at 813-654-4718