Our investment and protection philosophies are centered on addressing the controllable factors unique to each client. Every individual has distinct goals and varying levels of risk tolerance, considering the potential challenges they may face.

At Sunstone Financial Group, we thoroughly analyze each client’s objectives and risk factors. You can be confident that we will collaborate with you to explore and deliver the most suitable opportunities for your financial well-being.

Navigating major life transitions can be stressful enough; having a well-developed and implemented plan in place can alleviate some of the uncertainties and provide a sense of security during these pivotal moments.

Our Services

Retirement Planning

Lifetime Income

Risk Analysis

Social Security Strategy


Extended Care Planning

Retirement Tax Bill

Legacy Planning

Health Insurance