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.
Individuals and FamiliesYour 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.
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Business OwnersGrow your business, retain key employees, safeguard against uncertain times, give your employees benefits. Your passion is our priority.
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Retirees/Medicare EligibleRetirees/Medicare Eligible can maximize their income and benefits, plan their final wishes, and leave a legacy for their children and grandchildren.
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Free Business ValuationGrowth of a business hinges on how well the owner knows the value of their business. Access 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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Maximize College Tuition AidThere are many resources for 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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Your Most Valuable AssetYour 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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Financial freedom consists of many individual goals
When we help our clients achieve the success and financial freedom they dream of, we dedicate our time and knowledge to every aspect of their planning. We know that the journey to financial freedom consists of many different milestones throughout your life. We are with you every step of the journey.
Why work with Sunshine Financial Solutions of South Florida?
We believe individuals must be 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 put our clients' needs and best interest above all else. Our mission is to understand our clients' goals and concerns, educate them on how the instruments they put their money in work and enable them to truly control their money for life. This is how we give our clients the financial freedom they deserve.
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Dedicated team of skilled professionalsEach 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.
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We believe in our strategiesWe don't recommend strategies for our clients that we wouldn't implement ourselves. Our strategies have a proven track record; we believe in them and share our experience and success with the people and families we've had the opportunity 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.
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We're with you every step of the wayOur 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.
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We meet with families and business owners of all financial experience every day to help them understand and evaluate the plans they've already implemented with their own respective advisors. Our expert professionals help many people become familiar with what their plans will provide them in the future. We call this evaluation a "progress report." Its not uncommon to have a plan that you started years ago when your situation was different than it is today. A progress report will show you if your plans still meet your needs today and projections for your future still align with your goals. We believe this valuable information should be accessible to everyone, which is why we do this with no commitment or obligation to continue working with us afterward. If you'd like to learn more about this free service with us, you can get in touch with one of our experts today.
Newsletters
Blockchain
A glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.
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.
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.
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.
Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.
