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