Sunstone Financial
Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Sunstone Financial  is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Groups privacy policy and other important information, visit the Customers section of www.nextfinancial.com.

SERVICES

Services & Products

  • Hourly Consultation  • Account Management
  •  Investment Analysis  • Investment Stategy 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
  • *Neither NEXT Financial Group, Inc. nor it’s representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.

Products offered:



  • Mutual Funds  • Exchange Traded Funds
  • Separately Managed Accounts (SMA)  • Bonds
  • Common Stock  • Education IRAs / 529 Plans
  • Variable, Indexed and Fixed Annuties  • REIT’s
  • Limited & General Partnerships  • 401(k) Plans
  • Energy Programs  • Profit Sharing Plans
  • IRA’s – Traditonal, 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

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.