WELCOME to my online educational videos.
My goal is for these videos to equip you with knowledge that you will need as you plan for your retirement.
Please watch the first video below by entering in the following information and then clicking the play button.
password (case-sensitive): andy
After finishing the video, please contact me by submitting the form below or directly at:
UNDERSTANDING THE REALITY OF YOUR FINANCIAL FUTURE
UNDERSTANDING ASSET ALLOCATION STRATEGIES
Please fill out the form below and I will reach out to you shortly. Thank you!
8880 Cedar Springs Lane, Suite 103,
Knoxville, TN 37923
Investment Advisory offered through Cosey Financial Services, Inc.
8880 Cedar Springs Ln Suite 103, Knoxville TN 37923
Securities offered through Silver Oak Securities, Inc.
3339 N. Highland Ave., Jackson, TN 38305
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account with Silver Oak Securities, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.