At Sunburst, we believe that financial planning is the process of meeting life goals through proper management of our client’s finances. This process provides direction and meaning as we assist our clients with making decisions that will affect their financial future. We will continually monitor the tax and economic environment to determine both the short- and long-term effects on each of our client’s investment choices, and adapt their financial plan to stay on track toward achieving their goals.
Sunburst Financial is an independent financial services firm specializing in multiple areas of planning including retirement, investment, tax, estate, and insurance. Our staff includes five CERTIFIED FINANCIAL PLANNER ™ Professionals, a Certified Public Accountant, and our Chief Economist. All of these individuals play a role in designing our client’s financial and investment plans and have more than 75 years of combined financial services experience.