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Our Difference

Our Difference

Certus Financial Group genuinely cares about making your dreams a reality. We strive to create financial stability and security for your family’s future.

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Our Philosophy

Our Philosophy

We are based on the principle that the more education and understanding we can provide our clients the more opportunity there will be for a successful financial future.

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Personalized To You

A Focus on Your Family’s Financial Health

Our practice was founded with the goal of assisting our clients in every aspect of their financial lives. We provide full-service planning that is tailored to you and your goals.

As your Financial Professionals, we will do everything in our power to educate you, keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Investing is personal. Your portfolio should reflect YOU - your future and goals based on your time horizon and risk tolerance.

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What does your dream retirement look like? Let’s work on your personalized approach to reflect those dreams.

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Estate management enables you to manage your affairs in your lifetime, secure your legacy, and ensure your wealth and healthcare wishes are carried out.

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Protect your family from the financial consequences of life's unexpected events with our help.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Have a question? We're ready to help.

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