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Life Cycle Planning
Wealth Management Comprehensive Financial Planning |
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Sunrise Financial Services LLC (“Sunrise”) is an independent Investment Advisory firm offering fee-only Comprehensive Financial Planning and an array of investment services to institutions, corporations, individuals and families. Sunrise is incorporated under the laws of the State of Virginia.
We operate on a fee only basis, meaning that we do not accept compensation from any other firms for the sale of financial products to our clients (see our Code of Ethics). We specialize in comprehensive financial planning and the design, development, and management of a wide range of portfolios that encompass a broad spectrum of reward and risk. Whether you are looking for ultra conservative income or very aggressive growth, we will create a portfolio that will suit you.
Our services are quite comprehensive as we take a holistic approach to financial planning to cover nearly all aspects of our client’s personal and professional lives. These have included planning for college, secondary education, retirement, the purchase of a new (or vacation) home, sale of a business, transfer of wealth to an institution, and other important objectives.
At sunrise we believe and strictly practice in 6Cs
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Character – The integrity, honesty and trustworthiness of an advisor are paramount to a functional relationship with a client
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Chemistry – A connection between the advisor and the client will help engender confidence and satisfaction in the relationship.
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Caring – An advisor that works in the best interest of a client, even if it means sacrificing a lucrative sale or transaction, is highly prized.
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Competence – Clients have expectations about an advisor’s capabilities, expertise, experience and professionalism that must be met and, ideally, exceeded.
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Consultative – An advisor’s ability to combine and deliver the multitude of strategic, product, service and behavioral aspects of wealth management to the client in a way that creates a “customized” solution and experience.
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Cost-effective – Clients expect to pay for the expertise of an advisor, but they want to pay a fair price for the right service.
©2008 Sunrise Financial Services, LLC. All Rights Reserved