• Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment
Sunshine Financial Solutions | Insurance, Retirement, College Funding and Business Solutions
  • Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment

Retirement Planning

PLANNING

Life Insurance ​
College Planning
Retirement Planning
Build Wealth
Disability Insurance
​Mortgage Protection
Business Valuation

Long Term Care
Final Expense
Home + Auto

Retirement is on the horizon for most people, whether it's right around the corner or a long time away.

While there is a laundry list of options and vehicles to choose from, we can't say the same about how much information on these plans is readily accessible for most people.

Our team has specialized in Retirement Planning for decades. We have knowledge and experience in qualified plans and non-qualified plans. Whatever your retirement goal is, we can help you start it and pave the road for your future. We offer support in starting plans such as:
  • 401(k), 403(b), IRA, Roth accounts (Roth IRA), group retirement benefits for businesses
  • Various defined benefit plans

It's not uncommon for many people to sign up for traditional retirement plans with their employer, such as a 401(k) or 403(b), and contribute to them without being shown how they work or who manages their money in these plans. In our experience, most people we work with are not guided to know how much income they will have in retirement and for how long. Most advisors focus heavily on saving for years, ignoring the second important phase: how do I get my income, for how long, and how much will it be?

Depending on what plan you choose, circumstances beyond your control can greatly impact your retirement:
  • Market volatility
  • Future taxes
  • Unforeseen events (e.g. global pandemics, financial hardships, etc.)
Different plans are more susceptible to these than others. There is no right or wrong choice, the key is to understand your plan and know what to expect when you need to use it.

​Our clients take control of their future and know what their retirement will look like; how much income they can expect and for how long. Comfortable retirement begins with knowing where you are putting your money and what affects it.

A reliable retirement plan is one that:
  • Is reliable and won't diminish overnight
  • Won't run out of money in retirement
  • We know what our income in retirement will be
  • Allows us to retire comfortably

If you want to consider what you can do for your future, we encourage you to call us for a free, no-obligation discussion. You can also fill out a contact form on the right and we can call you back to schedule a time to speak.

    Request more information:

Submit

Write, Call or Come In.

Learn More
Picture

    Subscribe To Our Newsletter Today!

Submit

Contact Us

Location

7000 W Palmetto Park Rd.
Ste 210
Boca Raton, FL 33433

Phone: 561-609-2251
[email protected]
© 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.
  • Home
  • About Us
    • About Us
    • Meet Our Team
    • Mission Statement
    • Our Promise
    • Our Partners
    • Join Our Team
    • Brokerage Services
  • Our Services
    • Individuals and Families
    • Business Owners
    • Retirees/Medicare Eligible
  • Planning
    • Life Insurance
    • College Planning
    • Retirement Planning
    • Build Wealth
    • Disability Insurance
    • Mortgage Protection
    • Business Valuation
    • Long Term Care
    • Final Expense
    • Home + Auto
  • Business
    • Group Plans
    • Business
    • Key Employees
    • Employee Benefits
    • Executive Carve Out
    • Financial Management
    • Protect Your Business
    • Retirement Planning
    • Succession Planning
  • Resources
    • Careers >
      • Careers
      • Careers Sampling
      • Career Training
      • Internships
      • Producers
    • Articles
    • Market Watch
    • Newsletter
    • FAQs
    • Member Access
  • Contact Us
    • Contact Us
    • Request A Quote
    • Schedule An Appointment