We specialize in helping families in the midlife stage navigate complex financial responsibilities and also work closely with pre-retirees who are preparing to transition into retirement. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. Many of our clients are current or former employees of public and private corporations, or they have a partner who works for a publicly traded or private corporation that provides retirement plans such as 401k and, in many cases, non-qualified deferred compensation plans, as well as equity compensation such as options, RSUs, and other forms of equity awards.
Planning Solo, Living Well
You may be a busy professional retiring without a partner—whether by choice, divorce, or loss. You want to feel confident and secure as you age. You may be facing a future need to take care of your aging parents. You are looking to establish a solid financial foundation and address your own short-term and long-term goals, such as saving enough money for retirement. You may look for basic financial education and guidance on setting achievable financial goals for the future while supporting aging parents and managing your own well-being.
Families Managing Multiple Financial Priorities
You may be in the mid- to late-career stage. You may have a family and older kids. You are focused on accumulating assets and already have an established nest egg. You are focused on optimizing your wealth for long-term financial security and retirement. You may have specific goals, such as funding children's education, purchasing a second home, helping to take care of elder parents.
Those Who Are Retired or Soon to Be
You may be in your late career stage getting ready to retire soon or in early retirement. You may have different types of assets spread across different accounts and structures. You may need help establishing appropriate income streams to support your lifestyle in retirement while minimizing taxes and preserving and growing your wealth. You may need help with managing your portfolio and looking for ongoing financial guidance and investment advice.
Work with Sunflower Financial Planning to guide you to the future filled with sunshine and tranquility.
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