When Was Your Last Financial Checkup?

  • How do I balance between rewarding myself for working so hard and saving for the future?
  • How much do I need to be saving given I’m behind due to being in school for so long?
  • Is my Long Term Disability policy adequate?
  • How do I protect my assets should someone sue me?
  • Am I missing any tax strategies?
  • What’s the best type of retirement plan for my practice?
  • What are some alternative investments I should consider?
  • Should I invest in that hospital?
  • Should I aggressively pay off my student loans?

Jeffrey D. Cummins, CPA, MBA, CFP®


Top Flight Wealth Strategies

Galleria Tower Two, 20th Floor

13455 Noel Rd, Dallas, TX 75240

972-455-4360  |  F. 972-246-1899

Jeffrey D. Cummins is a registered representative of and offers securities investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: Galleria Tower Two, 13455 Noel Road, 20th Floor  Dallas, TX 75240, (972) 246-1800. Top Flight Wealth Strategies is not a subsidiary or an affiliate of MML Investors Services, LLC.


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