Retirement Planning

The transition from working to retiring is a stage in life many of us look forward to. At the same time, it is ‘uncharted territory’, and making the transition successfully can seem daunting. A properly structured retirement plan can help you navigate those important decisions and identify the options available during a new phase of life. Perhaps you are contemplating how to use the resources available at retirement, or maybe you are anxious to know how much is enough. A thoughtful analysis with a trustworthy financial advisor can give you a Blueprint to address your concerns, help you relax, and enjoy the years ahead.

  • What are my social security options? How do I maximize my benefits? What benefits are available? When should I start my benefits?
  • How do I tailor pension maximization decisions for my unique situation?
  • Are you uncertain about your income replacement as you transition from a regular employer’s paycheck? What are my investment distribution options? How do I maximize the value of my accounts in a tax efficient way?

Do you already have a plan? Don’t worry we can still help you construct an investment portfolio that fits your goals.

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2498 Perry Crossing Way Suite #240A
Plainfield, IN 46168

Above Stone Creek, enter from back parking lot through the “Level Two Entrances”

SunRift was founded
with the goal of being the place we would
invest our own money, because we do.

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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 State of 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.