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Let's put your plans in motion with True Course Financial Group

Want to pursue lifelong dreams — while supporting people and causes you care about? With our guidance, you can discover your True Course . Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.


Mission: To help clients thrive by discovering their True Course to achieve financial clarity.

 

Vision: To provide best-in-class customized and comprehensive financial planning solutions through guidance, empowerment, and implementation.

 

For our clients' convenience, we offer in-person, virtual, and hybrid experiences, focusing on clients’ holistic financial picture.

 

We have extensive experience optimizing 401k, 403b, 457, Simple and SEP retirement plans for clients of Mount Dora Fire Department, Lake Sumter & East Polk County Habitat for Humanity, Faith Lutheran Church/LCMS & St Philip Lutheran Church/ELCA Churches, Faith Action Ministry Alliance, Heart for Winter Haven, United Methodist Church of Mount Dora, Orlando PepsiCo., Advancing the Kingdom Ministry and more. In addition, we’re experienced with providing Medicare Advantage and Supplement Plans (United Healthcare). With familiarity of the various compensation packages that these companies offer, professionals of True Course Financial Group specialize in helping individuals tailor a company’s employee benefits to maximize their unique financial situation.

 

We have two office locations: Mt. Dora, FL or Winter Haven, FL!


To learn more about the privacy of your information, visit our privacy policy.

Mt Dora Office

Phone:
321-947-8430

Hours

M – F: 9 a.m. – 5 p.m.

Winter Haven Office

Phone:
(863) 325-6529

Hours

M - F: 9 a.m. - 5 p.m.