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Where Do You Go From Here?

Adventurous ski slopes can provide thrilling times in some of the most beautiful places on earth. While some trails provide scenic beauty and an enjoyable time, other trails may be better to avoid.  Skiers and snowboarders alike must choose which trail to follow, sometimes at a moments notice.  The trail the adventurer chooses will dictate the snowboarder's experience, so it may be a good idea to plan ahead and do your homework before starting down the mountain.
 
In this constantly shifting economy, people also need a plan to help guide them through the many financial "trails" that we all face.  Just like the slopes for the snowboarders, these decisions come all too fast. Taking the time to develop and implement a thoughtful, well-designed financial plan can help guide people through these important decisions.  Questions regarding the types of investments to make, the types of investments that should be avoided, how to take retirement distributions, how to fund for college expenses, how to plan for the unexpected, and how and when to use social security in your retirement planning all beg answers.  A financial plan will help answer questions such as these as well as provide direction when you most need it, and hopefully avoid costly slip-ups!

Which Financial Trail Are You On?

Retirement Planning

 

 

College Funding

 

 

Leaving a Legacy

 

 

Managing Cash Flow

 

 

Sunburst Financial Group, LLC, has Representatives who are registered and authorized to conduct securities related business in AL, AR, AZ, CA, FL, GA, IA, IL, KY, MO, MS, NC, NM, OH, OR, PA, RI, SC, TX, and WA.  This website is in no way to be construed as an offer for the sale of insurance or securities products in states where Sunburst Financial Group, LLC, does not have authorized producers or representatives.

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., and Sunburst Financial Group, LLC, are not affiliated. Sunburst Financial, 600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216, Phone: (205) 823-4949

Client Logins

Sunburst Notes

Where is my Social Security statement?

Feb 28, 2014 9:06:09 PM

Social Security is still a major source of income when planning for retirement expense needs. We all remember getting our annual statements from Social Security near our birthday. The statement shows how much of a benefit we might receive someday for death, disability, and retirement, but where is my last one? Did I throw it away by mistake? 

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