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What We Offer
We offer services in these three areas:
Disclaimer – All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
At Sun Palm Financial we use a generation wealth approach to investing. We do NOT look for “quick hits” or “rapid” returns that are speculative, dangerous, or with little historical data. Instead, we have a razor sharp focus on solid and reliably great returns with a long-term history of positive growth that can be passed to the next generation.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
We only place client investments in the top performing funds from A rated companies that are backed by extensive historical data. Unlike standard brokerages with their “one size fits all” approach, Sun Palm Financial studies the financial world extensively to make solid and dependable recommendations that specifically meet the needs of our clients. Our recommendations will always perfectly match your goals. We also know a secret or two about investing that other firms won’t tell you because it may lower their commission, but at Sun Palm Financial YOU always come first. So whether you are new to investing, or a high net worth individual, we can meet your goals.
How?
Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
We only place our client’s investments with the highest rated companies (A rated or higher from Moodys, Fitch, and S&P). We do not even bother with lesser companies. We are an independent firm, so unlike banks and captive brokers who only sell their specific products, despite their performance, Sun Palm Financial is independent and we only choose the best. We help protect your investments from downside risk and strategize retirement planning that guards against the risk of running out of money during retirement. So whether your goal is to have your dream retirement, or expand your net worth, SPF has you covered.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Disclaimer – Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
- Trusts
- Probate
- Charitable Giving
- Estate Planning
- Tax Planning
