Services

Services & Products

  • Hourly Consultation  • Account Management

  • Investment Analysis  • Investment Strategy Design

  • Asset Allocation  • Retirement Distribution Planning

  • Education Planning  • Estate Planning

  • Charitable Donation Strategies  • Tax Planning*

  • Debt Elimination Planning  • Goal Planning

  • Pension Maximization Strategies

  • Risk Management Assessment

  • Income Protection Planning

  • Mutual Funds  • Exchange Traded Funds

  • Separately Managed Accounts (SMA)  • Bonds

  • Common Stock  • Education IRAs / 529 Plans

  • Variable, Indexed, and Fixed Annuities  • REIT’s

  • Limited & General Partnerships  • 401(k) Plans

  • Energy Programs  • Profit-Sharing Plans

  • IRA’s – Traditional, Roth, SEP, Rollover, Simple

  • Defined Benefit Plans  • Group Benefits Plans

  • Disability Income Insurance  • Life Insurance

  • Long Term Care Insurance

  • Business Overhead Expense

  • Health Insurance / Health Savings Account

       *Neither NEXT Financial Group, Inc., Sunstone Financial LLC nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.

       Products offered:

 

Employer & Group Services

We offer a variety of products and services for businesses and organizations of all sizes including: Financial Planning As An Employee Benefit, Retirement Plans, Group Health Insurance, Group Life Insurance,  Group Disability Insurance, and Consultation Services.

Our services can be paid for by employers, employees (at a discounted level), or a combination of both. From specific needs to comprehensive financial plans we can design a benefits package that is customized to your needs.