ABOUT USAbout Us
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We have been working with individuals and businesses across the country for decades. 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.
Our financial team helps our clients uncover underutilized resources to leverage their assets and achieve a superior experience of their financial goals. Our tax awareness and knowledge of many financial products and services provides our clients with better diversification and allocation of their assets. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals. Let's face it, planning for life is hard. It just happens, regardless of what actions we may take to guide it. The journey to financial stability can seem complicated, time consuming and difficult—even a bit overwhelming. Often, we may not even know where to begin. OUR PROCESS Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Advisors take a needs-based approach when working with people. |
Write, Call or Come In.You Can Help Others Reach Their Financial GoalsLearn how to become a Financial Services Representative with us.
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© 2024 Sunshine Financial Solutions of South Florida, Inc.
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, member FINRA SIPC. Sunshine Financial Solutions of South Florida, Inc. is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individual tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, or Sunshine Financial Solutions of South Florida, Inc. provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company.
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, member FINRA SIPC. Sunshine Financial Solutions of South Florida, Inc. is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individual tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, or Sunshine Financial Solutions of South Florida, Inc. provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company.