FAQ
Why SunRift?
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.
Have I saved enough?
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:
- Stocks
- Bonds
- Exchange trade funds
- Mutual funds
- 401(k) rollovers
- Annuities
- Life insurance
You have questions – so do we
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.
What is an Independent Advisor?
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.
What is a Fiduciary Advisor?
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.
