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

John W. Ponto CFP®, CLU, CH.F.C.

Certified Financial Planner

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

Teighan Malloy CLU, CFP®, RRC

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...

Kaitlyn Boese RRC

Executive Assistant

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

Lyndsay Hansen

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

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Asset Allocation: The Key to Long-Term Investment Returns

John Ponto |
Watching the roller coaster ride of the stock market can make many investors queasy. Even though the stock market has, historically, always trended up, investors can’t help but feel uneasy as they watch the values of their portfolios rise and fall with the market.
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Elections and the Stock Market: Much to Do About Nothing

John Ponto |
It’s a presidential election year in the United States, and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s direction. The performance of the stock market during the two months leading up to the election has historically been somewhat of a predictor of who will win the race in the US; moreover, we can also t