Broker Check

Retire with Confidence

At Sunstone Wealth Strategies, many of our clients are families and individuals between the ages of 35 and 50. While they're not preparing to retire in the immediate future, they want to make smart investment decisions and focus on how they can achieve their retirement objectives. Having the ability to retire comfortably and without financial pressures remains the main issue for clients. We believe it's critical that a retirement plan be properly designed, implemented, communicated, and administered. 

Retirement plans are dynamic, changing as clients' careers and tax laws change. They demand continued and careful analysis, IRS compliance review, and plan administration. The appropriateness of a "qualified" or "non-qualified" plan for any individual is determined based on the individual's existing financial condition, as well as his or her goals and dreams. We seek to help clients identify realistic objectives and arm them with strategies that may help them pursue those goals.