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OUR PROCESS

DISCOVER

Clarifying your life goals is the most important part of our investment process. We'll help you challenge the investment assumptions that have been made in the past by looking beyond your immediate financial concerns. We will help you organize your goals by time frame and priority. In this way, we can begin to understand how specific goals fit into the greater picture of your life.

ASSESS

If you've never been asked the right questions, how do you know you have the right answers? As we build a context around each of your goals, we will begin to develop a clear perspective of what needs to be done to achieve those goals. If there's anything standing in the way we'll help you address the issue. You'll have complete clarity about your risks as well as your opportunities.

EVALUATE OPTIONS

Once your vision is clear, there are more ways to achieve your goals than you may have imagined. We'll show you numerous goals-based scenarios that reveal how you can finally use your wealth to achieve your most significant objectives -- present and future. We'll help to demonstrate the impact of particular choices on how you live your life. And then you can choose the options. 

Brainstorm

MANAGE CHANGE

We are there for you, Helping to anticipate life's changes.  When change does happen, we are prepared to help with the unexpected, and ready to recommend options for adjusting your financial plan, ensuring it continually supports the way you live.

IMPLEMENT

Following the path determined by your goals, we work in a disciplined approach, always ensuring your program remains consistent with your plan. We will help you to take action on your plan.

CONTACT

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Sunstone Financial

25 S. Arizona Pl #500 

Chandler  AZ 85225

908-800-2145

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You have reached the website of Sunstone Financial LLC ("Sunstone Financial").  Sunstone Financial is a branch office of Next Financial Group, Inc. ("Next Financial").Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Advisory services also offered through Sunstone Financial an investment advisor registered in the state of Arizona. Sunstone Financial is not an affiliate of NEXT Financial Group, Inc. Sunstone Financial employees may be licensed/registered investment adviser representatives and/or broker-dealer representatives of Next Financial.  Sunstone Financial is also an Arizona licensed investment advisor offering limited investment advisory services, and certain Sunstone Financial employees are also investment advisor representatives of Sunstone Financial.  Additionally, certain Sunstone Financial employees are Arizona licensed and registered insurance producers who may offer and sell insurance products through a number of non-affiliated insurance carriers..  

 

Investment advisory services offered through Sunstone Financial available only to residents of Arizona (AZ) or other states where Sunstone Financial is exempt from licensure/registration.

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Insurance products offered and sold only to Arizona residents.

 

To view NEXT Financial Groups privacy policy and other important information, visit the Customers section of www.nextfinancial.com.

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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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