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.

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    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.

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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.