Our Team

We are dedicated to providing you with our professional guidance to help you achieve a comfortable retirement and financial future. We’ll always explain the pros and cons of everything because we believe in an unbiased, transparent approach to help you make smart decisions. We focus entirely on your wants and needs, giving you complete attention and treating you with respect. Below, you can read about some of our life experiences. We feel like a family here, and hope that you’ll feel the same when we meet!

Tilden Sowdon

Financial Advisor

Til Sowdon

Over 25 years ago, I found myself working with individuals in retirement that faced many challenges to their retirement lifestyle due to inefficient planning. That that early experience has allowed me to practice and specialize in creating individual financial strategies that can make a difference now and in retirement. I serve clients who want to know how much money they need to be saving and where they should be saving it so that they can be efficient in creating an income in retirement from their investments.

  • Roanoke College – BA in business – 1979
  • Life Underwriter Training Council Fellow®, (LUTCF®) – 1994
  • Chartered Life Underwriter® designation (CLU®) – 1998
  • Retirement Income Certified Professional® (RICP®) -2014
  • Securities and Investment Advisor Representative of GWN Securities, Inc.
  • Past President of the Grand Strand Life Underwriters Association
  • Member of The Society of Financial Service Professionals
  • Board of Director and Past President for Central Florida Society of Financial Service Professionals
  • Affiliated with Insurance Office of America providing insurance solutions
  • Proprietor of a financial services firm since 1998
  • Over 30 years in Financial Service industry

Til, with his wife Sheryl, resides in MetroWest Orlando and is the father of four daughters. In addition to family life, Til enjoys many sport activities and salt water fishing.

To check out Tilden’s regulatory history – Search CRD# 2654974 here: http://brokercheck.finra.org

CORE COMPANY VALUES

Our Values Are At The Heart of Everything We Do

TRANSPARENT

We believe in complete business transparency. Transparency means you’ll be able to clearly see anything and everything you should be able to see, before you commit to working with us, such as fees, costs and pertinent information with no hidden surprises.

HONEST

We believe that honesty is the essential cornerstone of which a successful relationship should be built. When choosing an advisor to manage your lifetime of hard-earned assets, honesty provides the trust you need to feel completely confident and comfortable.

DEDICATED

The idea of dedication is an important one. Dedication can mean many things, but amongst them, concepts such as reliability and trust come to the forefront. All of us are dedicated to our clients, always there for you when you need us to be.

RESPECTFUL

True respect arises from the belief that you, our client, are completely capable and able to make smart, effective financial decisions to better your future. We are here to guide you on that journey, respecting your years of wisdom and experience along the way.

EDUCATION

Comprehensive client education is one of the guiding principles that we were founded on. Continuing education, no matter what your expertise level, is a critical component of smart financial management. We’re here to help support you in that process.

FAQ’s

Have a question, it may have already been asked.

Questions always come up, especially when planning for your financial future. We’ve compiled some of our most common questions here, for your convenience, but we’d be happy to answer any others you may have.

We offer our clients comprehensive wealth management plans built around the relationship and partnership we have with our clients. We will always put you first and deliver strategies that help you achieve your personal goals. We are required to always operate at a high standard, putting your needs before ours. This means our compensation is a by-product of the strategy we developed together as opposed to large, up-front commissions generated from individual transactions that do not follow any type of plan.