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Welcome to

Proactive Tax Planning for 2024

Upcoming Sunset of Estate Tax Law Changes

Have more questions? We have answered a few common questions that we think will give you a clear picture of who SunRift is.
The Color of Money Risk Analysis helps us to create a financial plan that is best for your risk tolerance. Your risk score is critical to getting to your dream retirement on purpose!
We have a collection of videos to help learn more about resources that we have available to you. Take a look at the many ways we can help you in your retirement goals.
Check out our list of white papers with information on the state of the market and how it could affect your finances and retirement.
Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place … that is easily accessible!