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Focus On What Matters Most

Achieve a work optional lifestyle on your terms.

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Services
How Can We Help You?

Risk Management

Control risk today, achieve successful outcomes for tomorrow. Let us show you how to minimize risk and maximize security.  

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Retirement Plans

Our open architecture approach and disciplined process allows for independence and objectivity.

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Executive Benefits

We design, implement, and administer executive benefit strategies that address specific recruiting and retention issues and supplement existing group benefit plans.

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Investments

Personalized and tailored investment solutions to fit your unique needs.

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Group Benefits

Let our experience help you construct an efficient group benefit program valued by your employees.

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Attorney Fee Deferral

 Reduce your taxable income by deferring your professional fees.

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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 confidence. 

Marla Smith

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

Don Anderson

Proper management of risk to help create successful outcomes.  

"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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Aurora Team

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