Broker Check

Focus On What Matters Most

Achieve a work optional lifestyle on your terms.

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How Can We Help You?

Risk Management

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.


Retirement Plans

We'll help make sure that we're considering the tax implications with all your investments.

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Executive Benefits

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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We have extensive experience managing high-net-worth portfolios.


Group Benefits

Let us help you make sure your business is poised for growth.

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Financial Planning

Strike the perfect balance between work and leisure.

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Our Experience

What makes us different- Our Strategies, Our People, Our Process. 

John Smith

We work with our clients to help minimize risk and maximize security. 

Don Anderson

Proper management of risk to help create successful outcomes.  

Marla Smith

 Paychecks for life.  Let us show you the power of a guaranteed income.  

"Gamer" Dan

 Independent. Objective. Proactive guidance. 

Our History

 Our philosophy is driven by a single-minded focus: to add value for our clients.  

Our Values

An emphasis on personalized risk management. Because understanding and managing risk is critical to client success.  

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Take the First Step.

Thank you!
Aurora Team

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