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At True Course Financial Group, our mission is to help you make wise financial decisions.
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Let's put your plans in motion with True Course Financial Group
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!

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 386-361-7769

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations