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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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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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>What to Look for in a Long-Term Care Policy</p>

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
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<p>Fallen Tree Damage&#8212;Who Pays?</p>

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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<p>Insurance Needs Assessment: Married With Children</p>

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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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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