Broker Check

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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<p>Does Your Credit Score Affect Your Insurance Rates?</p>

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.
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<p>Is Term Life Insurance for You?</p>

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Bradley R. Teets

Bradley R. Teets

CPA/PFS, CFP®

Jacquelyn P. DeRonde

Jacquelyn P. DeRonde

Client Services Manager

Sommer T. O'Neil

Sommer O'Neil

Financial Advisor/President

LET'S GET CONNECTED

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