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Personalized Approach

Each plan is one of a kind, just like you, reflecting your wants, needs, and goals.

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Decades of Experience

Our team approach puts a wide range of expertise to work for you. With perspective and balance, we help you pursue your goals.

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Expert Support

We’re here to answer any question, any time, and take pride in making complex topics clear and understandable.

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It's Never Too Early – Or Late

It's Never Too Early – Or Late

Whether you’re just starting out or nearing retirement, now is a good time to think about your financial future and how you can start moving toward your goals.

Planning for your first home purchase, a college education for your kids or grandkids, an active retirement, or building a legacy to pass on to your heirs? We’re here to help you though every age and stage of life. You have questions and may have complicated concerns. We have answers, but first, we listen. Then our team works together to walk you through all the steps of creating a fully customized financial plan that is just as individual as you are, one that reflects your needs, wants, and desires.

We simplify complex financial topics, offering solutions in language that’s clear and understandable, not filled with jargon, so you can move forward with confidence. We’re in this business because we care; our focus is on helping you through accurate, detailed guidance and concierge-level service that surpasses your highest expectations.

Talk to our team. We’re open and approachable, supporting you with personal service, as well as sophisticated investment methods and tools, to help you stay on track of your plans.

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Financial Strategies Designed With You In Mind

Financial Strategies Designed With You In Mind

If you’ve already retired or the big day is getting close, thinking about the future—and planning for retirement—can be hard . . . even overwhelming.  Each person has their own vision of what retirement means to them based on their values, priorities, and circumstances.

That’s why we come to the table with an open mind, prepared to listen and ready to design a financial plan that is uniquely suited to your retirement goals and objectives. You may be concerned that you’ll outlive your money, need help planning and managing cash flow in retirement, or want to leave a legacy to your heirs. These are just some of the goals we can help you plan for.

Every step of the way, we’re here with customized guidance and ongoing oversight to help you maintain progress toward your financial objectives.

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Your Team

Ross Bonifield

Ross Bonifield

President, Preferred Financial Group

Nancy Schneider

Nancy Schneider

Financial Advisor

Nancy Bullock-Swanson

Nancy Bullock-Swanson

President, Preferred Wealth Management

Jeffrey Zupancic

Jeffrey L. Zupancic

CEO, Preferred Financial Group, Preferred Wealth Management, Preferred Group

Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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<p>The Latte Lie and Other Myths</p>

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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