People are living longer today than their parents and grandparents. The most common question we hear is, “Have I saved enough?” Making sure you do not run out of money is our goal. We have many options in our ‘toolbox’, and can help you create a plan that uses them more efficiently:
*Life Insurance offered through Retirement Income Consultants
Questions? We begin by asking questions about you. Why? It’s your life, your plan, and your journey. Our role is to be a guide in what you may think of as uncharted territory. We know the specifics about retirement, but will not know what is best until we understand what is most important to you. Together, we will create the best plan for you and your family.
We are committed to building long-term relationships and think of our clients as family. While we specialize in helping people who are near or in retirement, our clients range from their 20’s to their 90’s. Some need full service financial planning, others need help with specific accounts and transactions. When we meet, you’ll have a chance to see if we are good fit for you, and we’ll be able to tell you if our services are a fit for your specific needs and goals.
We are an independent registered investment advisor. This means that we are not tied to any proprietary products or services. We proactively guide you in the financial decision-making process. We answer your questions, draw from our experience to address issues you might not have thought about, and provide the resources you and your family require to make educated decisions to serve your best interests, not ours.
SunRift Capital Partners has held the highest standard as a fiduciary firm from day one. We recommend products, services, and strategies that are in your best interests.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of SunRift Capital Partners LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by SunRift Capital Partners LLC a Registered Investment Advisor in the States of Indiana, Ohio, Michigan, and Florida. SunRift Capital Partners LLC and Dustin Hunter are affiliated. SunRift Capital Partners LLC and Dustin Hunter are not affiliated with or endorsed by the Social Security Administration or any other government agency.