Steps to get Started

As a fiduciary, our job is to make investment decisions that are in your best interest. This means ignoring the daily headlines and sticking with evidence-based solutions.

We also stay up to date with the ever-changing tax laws to ensure you are taking advantage of every opportunity.

The most valuable aspect of financial planning is not about money.

It’s about having a plan.

Financial Planners work intimately with clients to build and monitor comprehensive financial plans that take into consideration cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning, and business planning. Our approach is simple, we start by asking what your goals are. After all, this is your financial plan.

We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in the five key areas of retirement success.

We are an independent firm – which means that we can select from a variety of companies and products to find the right ones for our clients.

 

We help hard-working families design comprehensive, financial plans.

We specialize in comprehensive financial planning for our clients.  We help our clients with everything from planning for retirement, paying for college, managing million dollar portfolios, as well as tax and estate planning strategies.

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

317.272.5810

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

SCP_10 year logo circle

SunRift Capital Partners, LLC

© Copyright 2021 – SunRift Capital Partners LLC – Site Developed by Neil Richmund Marketing 

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.

© Copyright 2021 – SunRift Capital Partners LLC – Site Developed by Neil Richmund Marketing 

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.