September brings a renewed sense of momentum as summer gives way to a fuller fall schedule. It’s a season that often encourages us to refocus, reconnect, and look ahead with intention.
In this month’s newsletter, we’re recognizing Life Insurance Awareness Month, celebrating recent honors for the U-Vest® Financial team, and sharing a meaningful community event through the Down Syndrome Foundation Buddy Walk. Each reflects a different part of what we value: preparation, service, and connection.
Walking Together for a Meaningful Cause
U-Vest® Financial is proud to sponsor the Down Syndrome Foundation of Tallahassee 2026 Buddy Walk, an event that brings families, friends, and the community together to celebrate individuals with Down syndrome and promote inclusion and connection.
The event holds a special place in the hearts of the U-Vest® family. Michael Davino’s wife, Kyle, is one of the event hosts, and their son, Micah, is at the heart of their family’s connection to the Down syndrome community. Micah’s Team would love for you to join them for the walk and be part of this meaningful day.
Supporting organizations that serve individuals with special needs and children facing illness remains an important part of U-Vest® Financial’s commitment to giving back.
Join Micah’s Team and walk with us: https://charity.pledgeit.org/t/yeqb4p8ebn.
Recognized Among the Best
Our team is honored to be recognized by Forbes on its 2026 Best-in-State Wealth Management Teams list, reflecting our continued commitment to providing thoughtful, personalized financial guidance to the clients and families we serve.
CEO Michael Davino, CFP®, also received individual recognition from Forbes in 2026, earning a place on both the Top Next-Gen Wealth Advisors Best-in-State and Best-in-State Wealth Advisors lists.
These honors reflect the dedication, experience, and client-first approach that continue to guide U-Vest® Financial.
Life Changes. Your Coverage Should, Too.
A new home. A growing family. A career move. A business. Bigger goals.
As life evolves, your financial responsibilities often do too, and the life insurance coverage that made sense a few years ago may no longer fit today.
In recognition of Life Insurance Awareness Month, September is a good time to take a fresh look at what you have, what’s changed, and whether your coverage still supports the people and priorities that matter most.
The U-Vest® Financial team can help you review your options and determine what makes sense for where you are now. Let’s review your coverage.
Looking Ahead With Confidence
The strongest financial decisions are often the ones made before they feel urgent. Staying informed, reviewing your strategy, and making adjustments along the way can help you feel more confident about what comes next.
At U-Vest®, we’re here to provide guidance through every season and help “U” make thoughtful decisions for the future.
Special Dates Coming Up in October:
October 7 — World Financial Planning Day
October 12 — Columbus Day
October 12 — National Savings Day
October 31 — Halloween
October is Financial Planning Month
October is Breast Cancer Awareness Month