Comprehensive Planning
Every financial venture presents its own set of challenges. No investment strategy is without its imperfections. What truly matters is our unwavering commitment to tackling these challenges transparently and with a high level of problem-solving thoughtfulness and expertise.
SUN GROUP WEALTH PARTNERS specializes in comprehensive custom wealth management, encompassing tailored strategies and expansions across diverse financial landscapes.
“We are deeply committed to helping you pursue your success. You can depend on us to keep you updated all year long and provide ongoing support to help you stay on track as the market fluctuates or your personal or family situation changes.”
- WINNIE SUN
Services
Retirement
The 4 step retirement planning process is a systematic approach to help individuals plan for their retirement. The steps are as follows:
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Start with your goals in mind: The first step is to determine your retirement goals, such as the desired age of retirement, the amount of money needed for retirement, and your desired lifestyle during retirement.
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Review and Strategize Your Retirement Savings: The second step is to evaluate your current retirement savings and determine how much you need to save to reach your retirement goals. This includes evaluating your current retirement accounts, such as 401(k)s, IRAs, and other investments. It also includes sources of unearned incomes, such as Social Security, Pension and rental income.
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Map Out Your Retirement Plan: The third step is to develop a retirement plan that will help you pursue your retirement goals. This includes determining how much you need to save each year, selecting the right investment vehicles, and adjusting your plan as needed.
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Proactively Monitor and Update: The fourth and final step is to regularly monitor your progress and adjust your retirement plan as needed. This includes reviewing your investments, making changes to your plan if your goals change, and adjusting your contributions based on changes in your income or expenses.
Insurance
Insurance provides a guarantee of compensation for specified losses, damages, illnesses, or death in exchange for a premium payment. At Sun Group Wealth Partners, we offer a range of insurance services to help you protect your financial future. Some examples include life insurance, disability insurance, and long-term care insurance. Contact us today to learn more about our comprehensive financial planning services and how we can help you work toward securing a stable financial future.
A 529 plan is a tax-advantaged savings plan designed to encourage saving for future college costs. There are both personal and corporate 529 plans.
529 plans
Estate planning
Estate planning involves anticipating and arranging for the management and distribution of a person's assets during their lifetime and after their passing. At Sun Group Wealth Partners, we understand that estate planning is an important part of securing a stable financial future for you and your loved ones. Our team of financial professionals can help you navigate the complex world of estate planning and create a comprehensive plan that addresses your unique needs and goals. Contact us today to learn more about our comprehensive financial planning services.
Guarantees are based on the claims paying ability of the issuing company.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.