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

Team

Certified Financial Planner

As a Certified Financial Planner with 30 years of industry experience, my mission is to build a financial plan tailored...

Certified Financial Planner

From a young age I loved working with money and developing a savings plan. Now, I get to help others with their...

Executive Assistant

As a Registered Retirement Consultant, I am eager to help you with your finance and insurance needs.  I see value in...

Travel Insurance Manager

I enjoy playing a part in helping my client’s dreams of travel come true. With five years of experience in the travel...

Blogs

John Ponto |
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule; however, when the structure and features of whole life insurance are fully understood, a fair-minded person would see that it offers affordability and flexibility along with unmatched long-term security. When whole life premiums are clearly explained, it becomes
When you have excess cash flow and assets to invest, you can choose from a vast number of different types of investments, which can be a daunting task due to the number of options and, in many cases, their complexity. In addition to understanding how different investments work, it is essential for investors to know if they are suitable for their particular needs and risk tolerance.