Knowledge, Insight, & Service TO Meet Your Goals
Our Mission
“Our mission is to be the premier trusted financial advisor to our clients and employees alike. We accomplish this by delivering the knowledge, insight, and service needed so they can truly look forward to tomorrow.”
We are passionate about getting to know you and your goals and watching your dreams unfold. Our mission is to offer caring financial expertise and the very best investment and retirement plans available throughout your financial journey. We work with you in an open-door, non-threatening, educational, and friendly manner. Our advisors are highly experienced and can help you build financial success so you can have confidence no matter what stage of life you're in.
Focused on You
We are singularly focused on you, your needs, and what’s in your best interest. We spend a significant amount of time exploring your goals — whether you're planning for retirement or you’re already in retirement. That is why Sunrise Financial Group exists – to create a custom financial plan just for you. At the end of the day, if you achieve your dreams, we have succeeded.
At Sunrise Financial, we offer the latest and most trusted financial products and investment products that will help you meet your goals and answer that nagging question, “When can I retire and what do I do when I get there?”
How We Began
When founder Jordan Lindsey began Sunrise Financial Group, he did so in order to offer the very latest, most productive investment products that could be tailored to each client directly in all stages of life — investing and growing wealth, planning for college, running a business, planning for retirement, or living in retirement. It is in your best interest to have an individualized portfolio that fits your needs today, tomorrow, and 30 years from now.
In order to do that, we must have an open dialogue and tailor our approach to your needs, not the other way around. A financial advisor with flexibility, experience, training, and one who stays current on laws and regulations can ensure that your best interests are always met.
"Having witnessed the best and the worst of big business, I decided to keep the best and leave the rest so our clients can truly look forward to tomorrow." Jordan Lindsey
Trusted Advisor for Life
That’s where we shine. With Sunrise Financial, you get a trusted financial advisor for life to make sure you have the joyful, secure future you dream about without hassle and worry. Contact us today for your free financial assessment and goal planning session.
