Pilot Bank Investment Services OutlineREVISION 1: JULY 18, 2014

REVISION 2: AUGUST 20, 2014

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Our concern for you includes the big picture of your life, your family, and your business. We believe everyone needs a long-term financial plan and most need professional investment services to reach their goals. Our team can provide new possibilities for a bright and secure future.

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Services - Among the professional services offered are the following:o Portfolio Analysiso Retirement Planning, Qualified and Non-Qualifiedo Wealth Managemento Estate Preservationo Asset Allocationo Executive Benefit Programso Buy-Sell Agreement Funding Optionso Key Person Business Protection

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Lakeland439 South Florida AvenueLakeland, Florida 33801(863) 513-1200New Tampa17635 Bruce B Downs BoulevardTampa, Florida 33647(813) 349-4560South Tampa3415 West Bay to Bay Boulevard, Suite DTampa, Florida 33629(813) 349-4530Temple Terrace5140 East Fowler AvenueTampa, Florida 33617(813) 349-4530Upper Tampa Bay12471 West Linebaugh AvenueTampa, Florida 33626(813) 496-2600

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