Reality Financial Planning Services, LLC (RFPS)

Timothy Wagner is a dedicated financial advisor based in Sarasota, Florida, with a strong focus on fostering client relationships and helping individuals and businesses achieve their financial goals. With a background in financial advising at Ameriprise Financial and Wells Fargo Advisors, he brings a wealth of experience to his role at TD Wealth, where he collaborates closely with clients to develop tailored financial strategies. A graduate of Excelsior College with a degree in Aeronautical Science and History, Timothy holds his FINRA Series 66 registration and Life and Health Insurance Licenses. A retired U.S. Army Aviator, he actively supports various veterans' causes and is involved in community outreach through his church in Venice, Florida. Generated from the website

Integrity Wealth Management Inc., based in Sarasota, Florida, is an independent advisory firm dedicated to helping individuals at or near retirement design tailored financial solutions that meet their lifestyle and income requirements. The firm specializes in long-term low-risk investments, wealth preservation, and tax-efficient distribution strategies, establishing strategic partnerships with local accountants and attorneys to provide comprehensive service. With a commitment to integrity, honesty, and stewardship, Integrity Wealth Management treats each client as part of their extended family, focusing on protecting loved ones and creating lasting financial legacies. The firm emphasizes the importance of prudent risk management and the need for personalized retirement plans that adapt to the evolving financial landscape and individual client goals. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robert Smith is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Sarasota, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.