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Sunrise Financial Group

Sunrise Financial Group

  • About Sunrise
    • Our Team
    • Our Mission
    • Join Our Team
  • Our Services
    • Planning for Retirement
    • The Role of Insurance in a Retirement Plan
      • Life insurance
      • Disability Insurance
    • Investment Vehicles for Retirement
  • Retirement Consultation
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Planning for Retirement

PLANNING FOR RETIREMENT

"How Much Do I Need to Retire?"

Retirement Planning is Essential – How Much Is Enough?

This is one of the most popular questions we hear, and the truth is, it depends. How you plan to spend your retirement will determine what you need. Are you planning on jet-setting around the world? Would you like to purchase a vacation home on the beach?

Our Sunrise Financial Group advisors can help you determine how much you’ll need and where you’ll need to save/invest.

Couple Financial Goals

“There is no better feeling than helping clients achieve things they never thought were possible. Seeing not just relief, but pure joy when their goals and dreams come true is why we do what we do.”

Couple Financial Goals

Start Saving Now

Start saving as early as possible and partner with a Sunrise Financial advisor so you can work toward your goals efficiently. Our world-class, knowledgeable, friendly advisors make retirement planning simple. We can help you avoid mistakes, teach you how to diversify your investments, and help protect your financial future. 

Financial Advisor – A Good Investment

One of the best ways to avoid making costly retirement planning mistakes is to work with a Sunrise Financial advisor. Too often we meet people who have tried to save on their own, made investment decisions without knowing their options, and waited until they were within 10 years of retirement to have a retirement fund analysis.

Unfortunately, most of them find out that they could have been in a much different place had they just done one or two things differently. Though it’s never too late to make changes, if you start with a trusted Sunrise Financial advisor, you can have peace of mind that your future is being looked after.

A Custom Investment Portfolio

There are many retirement saving strategies that can foster growth while protecting what you’ve worked your entire life to have. At Sunrise, we believe a well-rounded portfolio that’s customized to your specific goals and needs will not only give you a retirement nest egg that supplies income, but one that eases the fear of the unknown and gives you confidence in your retirement years.

Types of Retirement Vehicles

The following investment vehicles have diverse plans and benefits that are typically combined to meet your current financial situation and retirement considerations.

  • Life Insurance – Whole Life, Term Life
  • Disability Insurance – Long Term, Short Term
  • Long Term Care Insurance
  • 401(k)
  • IRAs
  • Mutual Funds
  • Stocks
  • Bonds
  • Other Assets
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Retiring is Only Half the Battle

Once you make it to retirement, a whole new type of planning begins. It is no longer about saving, it’s about using your assets without running out of them. At Sunrise Financial, we will help you answer questions like:

  • How much income can I take from my assets?
  • Is there a way I can guarantee my income?
  • Which assets should I use first?
  • Is there a way to leave assets to my heirs that I don’t plan on using?

Our welcoming team loves nothing more than to help clients realize their dreams and have the weight of uncertainty lifted. Contact us today for your free retirement planning consultation.

Free Investment & Retirement Consultation

It is our mission to help you invest with the utmost efficiency so you can grow your wealth, protect your family and assets, and know when you can retire. We want you to enjoy your days with less financial trepidation and more confidence. Contact us today for your complimentary financial assessment.

Get Started

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Sunrise Financial Group

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  • Planning for Retirement
  • The Role of Insurance in a Retirement Plan
    • Life Insurance
    • Disability Insurance
  • Investment Vehicles for Retirement

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*Long term and short term disability rates are determined after all necessary information has been reviewed and sent through underwriting. This is a general statement that reflects the average statistical data and is not a price quote or guarantee.

Sunrise Financial Group is an independent financial and insurance brokerage agency. Statements made on the website are for general purposes only. This information does not amend, modify, supplement, or advise any insurance, investment, or financial policy. For terms, conditions, coverages, exclusions, products, services, and programs, please refer to your policy for details and contact us to discuss specifics.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794. Investment Advisory services offered through O.N. Investment Management Company.

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  • Home
  • About Sunrise
    • Our Team
    • Our Mission
  • Our Services
    • Planning for Retirement
    • The Role of Insurance in a Retirement Plan
      • Life insurance
      • Disability Insurance
    • Investment Vehicles for Retirement
  • Retirement Consultation
  • Contact
  • Blog