Welcome

The many options in finding Financial Security

Saving for the future is a key goal in most of our lives. You need to take charge and make sure you are financially secure for your well-deserved retirement. The advisors at SurePath Group will help you take your first step in setting up a financially secure retirement. Our goal-based financial security planning approach helps you define your goals, analyze your situation and build a financial security plan designed to achieve your goals.

To help meet your financial security planning needs, we have access to a broad range of products to meet the diverse needs of individuals, families, professionals, business owners and employees.

Our Services

 

Group Benefits

Navigating your path to Employee Benefit Solutions
 

Investments

Making every dollar count

Financial Advisors

John W. Ponto CFP®, CLU, CH.F.C.

Certified Financial Planner

Teighan Malloy CLU, CFP®, RRC

Certified Financial Planner

Amanda Stonehouse RRC

Registered Retirement Consultant and Quadrus Investment Representative

Team

Garry Kopeck CLU, CH.F.C.

Chartered Financial Consultant
With over four decades of experience in the insurance and financial services industry, I began my career in 1983 with a...

Blogs

Financial Impersonation Scams: What to Watch For

John Ponto |
Categories
Privacy
Risk Management
Finance
Savings
Family
Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer. The more dangerous version sounds like rescue. A calm, professional voice tells you your bank account has been compromised, and they’re calling to help you fix it before it’s too late. That’s what makes it work. Impersonation scams, where criminals pose as banks, financial institutions and other trusted businesses, have become one of the more common ways...

Retirement Isn't Just About How Much You Save. It's About When.

John Ponto |
Categories
Retirement
Risk Management
Investments
Finance
Savings
You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than someone who did the same things. The difference often comes down to a factor many retirement checklists leave out entirely: timing. A lot of advice fixates on a single number: the balance. Have I saved enough? It's an important question. But it assumes that two people who...