Thomas Advisory Services

Call Directions Website

Thomas Advisory Services Allen Thomas is a life insurance/annuity agent & a Licensed Financial Advisor. Please contact us vi

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supp...
10/08/2026

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supporting their workforce's retirement readiness. Swipe through for a closer look at ways employers can support retirement readiness and help employees prepare for the years ahead.

If you are interested in strengthening your retirement planning benefits strategy, reach out to us today. We are here to help.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/29/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
09/10/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

Building generational wealth takes more than one big decision — it’s built through consistent, intentional steps that st...
09/08/2026

Building generational wealth takes more than one big decision — it’s built through consistent, intentional steps that strengthen your family’s financial future. For many retirees and pre-retirees here in Central Florida, that includes planning for reliable income, protecting assets, and creating a legacy that lasts.

If long-term stability is part of your vision, we’re here to help guide the process. Our team at Thomas Advisory Services supports families across Winter Haven and the surrounding areas with personalized retirement and wealth management strategies.

Want to learn what steps can make the biggest impact? Swipe to explore your options and start thinking about the future you want to build.

When you’re ready, reach out to schedule a conversation with our team — we’re here to help you create a plan that supports your family for generations.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

Age plays a role in investing, but it’s not the whole story. A strong asset allocation should also reflect your goals, y...
09/03/2026

Age plays a role in investing, but it’s not the whole story. A strong asset allocation should also reflect your goals, your timeline, and how much risk feels right for you.

Our team at Thomas Advisory Services helps seniors and pre-retirees across Winter Haven and Central Florida build portfolios that support long-term retirement income and confident decision-making.

Thinking about adjusting your current allocation? Want a second look at your investment strategy? We’re here to help you navigate your options and plan with clarity.

If you have questions, feel free to reach out to continue the conversation.

Market swings can feel unsettling, but long-term investing remains one of the strongest ways to build lasting retirement...
09/01/2026

Market swings can feel unsettling, but long-term investing remains one of the strongest ways to build lasting retirement security. At Thomas Advisory Services, we remind our clients that staying focused on long-term goals is often the key to navigating short-term volatility.

If recent market movement has you rethinking your plan, you're not alone. Our team is here to help you make sense of the noise and stay aligned with your retirement strategy.

Have questions about your current portfolio or how today’s environment fits into your long-term goals? Reach out to our Winter Haven office anytime — we’re here to support your retirement journey.

Address

Winter Haven, FL
33880

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18632070883

Website

Alerts

Be the first to know and let us send you an email when Thomas Advisory Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Sponsored

Share

Category