Broker Check

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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WE'RE WITH YOU EVERY STEP OF THE WAY

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

<p>Dog Bites Neighbor. Now What?</p>

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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<p>Lifetime of Earnings</p>

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Sommer T. O'Neil

Sommer T. O'Neil

Financial Advisor/President

Bradley R. Teets

Bradley R. Teets

CPA/PFS, CFP®

Jacquelyn P. DeRonde

Jacquelyn P. DeRonde

Client Services Manager

Danielle Castillo

Danielle Castillo

Client Services Associate

LET'S GET CONNECTED

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