Insurance & Retirement Planning Services | The Wingate Group

Todd Cour

Todd joined Buena Vista Investment Management in January of 2020. He brings to the firm a long history of financial management. Todd started in the insurance business with Lutheran Brotherhood in Bloomington, Illinois in 2001. Todd became an independent financial consultant opening Cour Financial LLC in 2006. During his tenure, Todd grew his firm by helping his clients find a peaceful retirement through proper financial planning. “When Pete (Brey) approached me in late2018 about the possibility of merging our firms, I was content. Over time, multiple discussions, and with our clients top of mind, the next chapter became clear.” The blending of the two firms, coupled with the unique industry experience Peter and Todd each bring to the table, is a great combination for anyone seeking guidance on how to retire or stay retired on their own terms. Investment advisory services offered through Buena Vista Investment Management LLC,a registered investment advisor in the state of Wisconsin. Buena Vista Investment Management LLC is not owned or operated by The Wingate Group.

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Wingate Group, Inc

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5565 Woodbine Road
Pace, FL 32571

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Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22392 - 2022/11/2

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

The Wingate Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

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