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WELCOME TO SUREPOINT FINANCIAL
PROTECT. PLAN. PROSPER.
We help individuals and families with retirement planning, Social Security strategies, long-term care, Medicare guidance, and life insurance. Our mission is to provide clear guidance and strategies that create confidence, clarity, and long-term financial security at every stage of life
ABOUT SUREPOINT FINANCIAL
We are a team of trained professionals dedicated to helping individuals and families take control of their financial future. We understand that planning for retirement, protecting income, and managing risk can feel overwhelming—especially when balancing career, family, and long-term goals.
TIMELY SERVICE
Fast & Easy
SIGNIFICANT SAVINGS
Multiple Carrier Options
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TRUSTED PARTNERSHIPS
Financial Strength
PROVEN EXPERTISE
Years of Experience
CARRIER PARTNERS
OUR SERVICES
RISK MANAGEMENT
Risk management is the process of identifying and protecting against financial risks that could derail your retirement plan.
In retirement, the biggest risks often aren’t market-related—they’re healthcare costs, long-term care needs, and the financial impact of illness or death.
Without proper planning, a single medical event or extended care need can quickly drain savings that took decades to build. Medicare plays a critical role in managing healthcare expenses, but it does not cover everything, making guidance essential.
Long-term care planning helps protect your assets and income if you need extended assistance later in life.
Life insurance provides financial security for your spouse or family and can help replace income, cover debts, or fund future needs.
Together, these strategies create a protective foundation that allows your retirement plan to remain stable, predictable, and secure.