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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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.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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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, CRC®

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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