Welcome to Sunshine Financial Solutions of South Florida

We are committed to delivering value and reliable solutions to our clients, for any goal and stage of their life. We form strong, long-lasting relationships with the people we serve. Your goals are what matter to you, our job is to make them a reality.​

Committed to you

Individuals and Families

Business Owners

Retirees/Medicare Eligible

Individuals and Families

Your goals and family are what matter most to you. We get to know both and tailor solutions to build a future you can look forward to.

Business Owners

Grow your business, retain key employees, safeguard against uncertain times, give your employees benefits. Your passion is our priority.

Retirees/Medicare Eligible

​Retirees/Medicare Eligible can maximize their income and benefits, plan their final wishes, and leave a legacy for their children and grandchildren.

Free Business Valuation

As a business owner, your growth hinges on how well you know your business' value. Access to essential reports, values, and Key Performance Indicators of your business at no cost to you when you work with our dedicated team.

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Tips to maximize college tuition-aid

Besides your own savings, there are multiple outside resources for college tuition-aid. Maximize government aid, find out what major factors affect future cost of college, and learn about scholarships and grant options your child can qualify for to reduce out of pocket expense.

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Protect your most valuable asset

Your income is what makes your lifestyle possible. It's what makes your planning possible. If you weren't able to work and earn an income for a while due to sickness or injury, how would that affect you and your family?

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Why work with Sunshine Financial Solutions of South Florida?

We believe the average person is not given enough information they need to understand the market and environment that can affect their money. There is no "one-size-fits-all" solution because every person is different. We build long-term relationships with the people we serve; our commitment is to always do right by them. Our mission is to understand our clients' goals and concerns, educate them on how the instruments they put their money in works and enable them to truly control their money for life. This is how we give our clients peace of mind knowing what their future looks like, regardless of what happens in the market.

Dedicated team of skilled professionals

Each of our agents has extensive and professional experience. Combined, we have more than 150 years of experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.​

Meet Our Team

We believe in our strategies

We don't recommend our clients to do something we wouldn't do ourselves. The strategies we use have a proven track record, we believe in them and share our experience and success with the people and families we've had the pleasure to form long-lasting relationships with. The institutions we partner with have over a century of proven success and consistency during even the worst financial times in our nation. ​

Our Promise

We're with you every step of the way

Our job doesn't end when your plans are implemented. We're with our clients for the long-term. Our environment changes constantly and it's our responsibility to help our clients navigate the ups, downs, and turns. You'll never have to weather the storm of uncertainty alone. 

Our Mission

Households we helped in 2020

Business owners we helped in 2020

Average $ we uncover in underutilized resources per client

Our family at Sunshine Financial Solutions of South Florida supports Frontline Healthcare Workers. Thank you for keeping us safe!

Check out some of our frequently asked questions!

FAQs

Check the licenses of our advisors at the National Insurance Producer Registry
www.nipr.com

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Newsletters

Blockchain
A glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.

Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

A New Look at Old Retirement Savings Guidelines
Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

Consider a Roth for Tax-Free Retirement Income
Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.