Each conversation we have with current or prospective clients is an opportunity for us to demonstrate our commitment to holistic financial expertise. Our goal is to alleviate concerns and uncertainties, transforming dreams into tangible realities. The Sunstone promise entails forging collaborative, ongoing, and meaningful partnerships with our clients. By minimizing risks and employing innovative strategies, we strive to build the most secure and prosperous future possible, always keeping your best interests at heart.
Welcome To Sunstone Financial
As an independent, family-owned financial advisory firm, Sunstone Financial Group specializes in retirement income planning, long-term care planning, insurance , and legacy planning. We firmly believe that every individual, family, and business owner deserves access to the guidance and expertise of a licensed professional advisor.
Our Mission
Our mission is to safeguard our clients’ financial well-being as if they were our own family members. We are committed to securing their present, future, and lasting legacies with unwavering dedication and care.
Why Choose Sunstone Financial Group?
At Sunstone Financial Group, we believe our greatest strength lies in our ability to genuinely empathize with the unique circumstances that bring families to seek our assistance.
Our decision-making process is grounded in time-tested empirical evidence, backed by academic and industry- driven research. We strive to educate and guide our clients, empowering them to sidestep potential pitfalls that could hinder the achievement of their financial goals. By ensuring sufficient diversification, we help mitigate the risks associated with concentrating investments in a single company, sector, country, or risk factor. In doing so, we provide our clients with a solid foundation for financial success.
Our Services
Retirement Planning
Attaining your retirement objectives can be challenging without reliable guidance, and without a comprehensive plan, the process can become downright overwhelming. As you approach your well-deserved retirement, it’s crucial to ask yourself if you have effective tax strategies in place and if you’re protected against the risk of depleting your funds during unfavorable market conditions. As local advisors, we at Sunstone Financial Group consider the entire financial landscape, rather than focusing solely on individual aspects, to help you achieve a secure and comfortable retirement.
Investment & Financial Planning
Investment planning encompasses more than just monetary growth. Achieving financial freedom enables you to plan for your children’s education, construct your dream home, or embark on memorable vacations. A holistic approach to planning incorporates flexibility for life’s unforeseen “what-if” scenarios. It is essential to consider whether your family has adequate protection while you expand your investments and secure your retirement. With Sunstone Financial Group, you can confidently navigate these critical financial decisions.
Health & Medicare
A healthy life is the foundation of all happiness. At Sunstone Financial Group, we design customized solutions tailored to your unique needs. By comparing various companies and plan offerings, we identify the optimal healthcare options for you. Our unwavering commitment to our clients is evident in our no-cost assistance, ensuring you receive the support you deserve.
Our Process
Schedule a 15 Minute Virtual Appointment
Meet with an Advisor
Create the Best Plans
