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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.

CONTACT

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Sunstone Financial

25 S. Arizona Pl #500 

Chandler  AZ 85225

908-800-2145

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Disclosure:
Sunstone Financial is a Registered Investment Advisor (RIA) based in Arizona. Registration does not imply a certain level of skill or training. The information on this site is for informational purposes only and should not be construed as investment, legal, or tax advice. Advisory services are offered only in jurisdictions where Sunstone Financial is properly registered or exempt. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. For full disclosures, please refer to our Form ADV or contact us directly.​

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