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 |
Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security. If you’ve planned for your retirement, you’ll likely have a good stash of funds saved. But the unfortunate news is that according to the ​ Insured Retirement Institute ,​ 42 percent of baby boomers have nothing saved for retirement, and even those that have saved don’t...
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared. And for those in their 40s and 50s, remember that it’s never too late to start saving...