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.
$1,750 raised of $5,000 goal!
If you would like to help us reach our goal, please visit our official St. Jude Children's Research Hospital fundraising page at the link right below and donate today. Any amount makes a difference!
If you would like to help us reach our goal, please visit our official St. Jude Children's Research Hospital fundraising page at the link right below and donate today. Any amount makes a difference!
Our services
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Whether you're ready to start a family or you're already there, you have many ways to protect and build a bright future for the ones you love
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Strategies to secure a future to look forward to. Create a safety net, build wealth, invest and more. Your future begins today
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Maximize retirement income. Get the most from your plan and Social Security. Learn about tax efficient strategies to get you ready for a secure retirement
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Grow your business, retain key employees, safeguard against uncertain times, give your employees benefits. Your passion is our priority
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Retirees/Medicare Eligible can maximize their income and benefits, plan for their final wishes, and leave a legacy for their grandchildren
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Why work with Sunshine Financial Solutions of South Florida?
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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 educate people on how the instruments they put their money in works and how they can truly control their money. This is how we give our clients peace of mind knowing what their future looks like, regardless of what happens in the market.
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How we can help you:
We partner with institutions we trust and valueWe 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.
Learn about our promise to our clients.
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Sunshine Financial Solutions of South FloridaWe have been working with individuals and businesses in 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 provides our client with a 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. |
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Retirement |
Investments |
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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!
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.
