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Residents & Fellows

Financial Strategies That Grow With You

Financial Strategies That Grow With You

You’re training to be the medical practitioner you’ve always aspired to be. Now that you’ve begun your Residency or Fellowship, the time is right to create a relationship to help guide you through your long-term financial decisions. Sunstone can be the partner you are looking for.

We know the challenges that you face at this point in your career, and we also know what to expect as you progress further. We want to build a relationship that grows with you that you can rely on to navigate you to a better state of financial well-being.

At this stage of your career, your primary asset is your future income. It might feel abstract, but we can help you protect the income you have yet to make, which will help set the path into the future.

How We Can Help You

  • Debt management strategies to help repay student debts
  • Income protection and disability insurance to prepare for future gains
  • Ongoing guidance from a team of professionals who understand your needs and the path you want to take in your future

Schedule a Meeting   Bring Life to Your Plan

Precision Guidance for Your Financial Journey

Precision Guidance for Your Financial Journey

Now is the time to establish the foundation of your financial plan. Having a plan and a partner that is willing and able to grow alongside you, your career, and your dreams is an invaluable asset to have.

The first step to bringing your financial plan to life is to make an appointment. We would like to get to know you so we can get a better understanding of your goals and needs.

Student Loan Protection

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Unlocking the Treasures to Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.