Welcome Jerry!

Click here to watch Bobby's story:

Click HERE to learn more about Bobby's unique process, The Beacon Experience .

This is what working with us can look like. . .

Would you like a Second Opinion?

The Beacon Experience exists to ensure that every one of our clients has a coordinated plan to guide them on the course to achieving what is most important in their life.

  • Have you had the conversation about maximizing your financial life with your current financial advisor?
  • Are you confident that your advisor is making your money work for you and helping you reach your goals?
  • What support or help do you need to follow through on making your return on life even better?
  • Has your financial plan been tested to ensure you can accomplish your goals?
  • Are you living your life with purpose?
  • Can you afford to take care of and give to the people you want to help?
  • Have you been able to maintain your health without financial stress and feel confident about the future in this regard as well?
  • Are you taking the time to do the things you most enjoy and spend time with the people you enjoy most?

It is my life’s mission to become a beacon to you to help you achieve what is most important in your life. Helping to provide our clients with financial security through coordinating planning is what we do. Guiding them on a course to achieve what is most important in their life is who we are.

Call (843) 729-6369 to set an appointment today, or go to www.meetwithbobbycummings.com to choose a time that works best for you.

Click here to view our Second Opinion Brochure