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

Green Energy as an Investment Strategy

John Ponto |
Green, clean energy has reached new heights in North America. There are more hybrids than ever on the streets, wind turbines out above the cornfields, solar panels on roofs, and even that new convenience store down the street is LEED certified. It’s not a trend; it’s a shift away from fossil fuels—oil, coal, and natural gas.

What are the benefits of Diversifying my Investments?

John Ponto |
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outcomes. Managing these peaks and valleys is the primary goal of an investment plan. The best possible defense against risks in any investment strategy is diverse and...