Sunrise Financial Advisor

A Sunrise financial advisor is available to meet with you to discuss all of your personal financial options from parenthood to retirement. An advisor can guide you through the process of selecting smart financial investment opportunities such as an IRA, Roth IRA, CD, money market, mutual fund or annuity. Having a Sunrise financial advisor on your team will give you peace of mind knowing that your money is being handled by an expert that you can trust. Begin preparing for your future by taking the first step and consulting a local Sunrise financial advisor for all of your personal investment needs.

Saving for Your Future

As a resident of Florida, you are surrounded by constant reminders of the day when you will no longer have to work. And, the best time to begin saving for that day is now. Whether you have just graduated from a FL college, or you are preparing to send your own children, if you have not already considered your financial future, you should. There are many long term investments that can be considered, and a Sunrise, Florida financial advising service is the best resource for locating the smart choices and securing your financial future.

Starting an annuity fund is a great way to prepare for the day when your daily routine will consist of a dip in the pool and golfing under the FL sun. When you invest a lump sum of money in an annuity, you can begin receiving payments from the fund on any date that you choose. A FL advisor can explain the difference between types of funds such as indexed, fixed, and variable annuities. And, a Sunrise advisor will show you how the type of fund you choose will affect the way the money is invested up front, as well as the payment amount that you will receive. Also, some types are regulated by the U.S. Securities and Exchange Commission while others are not, so be sure to ask your Sunrise advisor to explain the difference.

A 401k is a long term savings plan where taxes are withdrawn at the time of collection. Often employers provide these types of plans and will even match your money up to a certain amount. These plans can fluctuate with the market and are most profitable when not withdrawn until reaching the age 59 1/2. However, there are situations when an early withdrawal could be beneficial for you. A Sunrise professional financial advising expert will help you review your Sunrise employer offered plans as well as determine the best contribution amount.

Smart Investments

With so many choices, it can be overwhelming to know where to put your money. The risk and the yield can vary greatly between choices so it is important to have a good understanding of your options before you begin. A Sunrise financial advisor will meet with you to understand your current ability to invest as well as establish your goals for your financial future in Sunrise.

If you are looking for a low risk investment, a certificate of deposit, also known as a CD, may be the right choice for you. A CD is like a high-yield savings account where you invest an initial amount with a bank or financial institution for a set period of time. And, at the end, your initial investment plus an agreed upon interest amount is returned to you. There are penalties for early withdrawals, so your money is not very liquid in this type of account. There are some CDs that carry higher risk so it is important to consult a Sunrise financial advisor before making your final selection.

When your money is pooled with other investors to be put in various types of investments it is referred to as a mutual fund. Although mutual funds have become a common investment option, a Sunrise financial advisor should be consulted to avoid common pitfalls. These types of accounts are not regulated by the FDIC or any type of government agency so the risk can potentially be very high. However, they may be a viable option as they can be started with just a small amount of money and your money is liquid and can be withdrawn at any time. A Florida advisor can help you decipher all of the fees involved as well as forecast the success of a fund to help you find the most profitable fund.

Although the world of investing can be intimidating and overwhelming, you do not have to begin your journey alone. A Sunrise financial advisor has a strong education in the area of personal finance as well as many years of experience in Sunrise watching patterns of investments and evaluating their risk and profitability. Put the knowledge and experience of a Sunrise advisor to work for you and begin watching your money grow today.

Find a Financial Advisor

Find an Advisor

Financial Advice

We can help you find a financial advisor

Our specialists will conduct a custom search to find local planners and advisors who meet your specific requirements.

"I wanted to be sure I met with an advisor who wouldn't just throw all sorts of financial jargon at me without explanation, and this site helped me find an advisor who was great at explaining things simply. Thanks!"

Sharon D, Tempe AZ