Telehealth and Wealth
The medical community is utilizing Telehealth during the pandemic and The Sun Group embraces the same technology. We are committed to continuing to communicate and keep you updated all year long as well as providing ongoing support to help you stay on track as the market fluctuates and your life changes. We can help with life/financial comprehensive planning, including:
Life Milestone Budgets and Savings Plans
Furlough Budgeting/Debt Planning
Financial Career Transition Strategies
Layoff and 401(k) Consulting
Estate Planning
College Planning (529’s)
Business Planning
IRA’s and Roth IRA’s
Charitable (Nonprofit) Giving Strategies
Legacy Planning
Insurance
Year End Tax Planning Strategies
Election Tax Smart Strategies
Financial First Aid Kit
Financial Educational Videos
Financial Newsletters
Financial Articles
Latest on Financial Stimulus
We understand during this time of the pandemic that it is not always possible to safely meet in person. So we offer secure virtual Zoom consultations and over the phone portfolio reviews with your health in mind. Whether you’re an existing client interested in exploring our virtual experience, or if you’re not yet a client but would like to request a complimentary consultation, we encourage you to reach out to us!
Please contact us and we will schedule an appointment with one of our friendly experts to help assist you with all your money matters
We are looking forward to hearing from you!