Preparing for life’s uncertainties is a crucial aspect of any financial plan. At Sunstone Financial Group, we offer risk management services to our clients by utilizing a combination of insurance products, ensuring protection against unforeseen challenges. Our expertise lies in retirement planning and asset preservation, with a focus on providing holistic financial planning that encompasses all aspects of our clients’ financial lives. Our advisory services cover retirement, investments, and insurance, specializing in retirement planning, asset preservation, and long-term care.

Disclaimer: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Sunstone Financial Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

The Certified Financial Fiduciary certification was given on January 22, 2023, by the National Association of Certified Financial Fiduciaries. Receipt of the certificate is based upon the possession of a professional financial license, passing a background check, being in good standing with all state and federal license requirements, completing the NACFF training and agreeing to uphold the CFF code of conduct. The certificate is valid through January 22, 2026.

Sunstone Financial Group

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Sunstone Financial Group

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