Services

Services & Products

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• 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

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• 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

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       *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

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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.

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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.