Our Approach

Sunshine Wealth Management takes a client-centered approach to determining the best products for your financial goals. Our experienced advisors are committed to making your journey toward financial success as easy as possible. We follow a six-step approach to help you achieve your dreams.

1. Establish Core Values and Financial Goals

We take time to listen and encourage you to express your concerns, hopes, and goals. We can help you restate non-specific goals and prioritize competing goals to help maximize your financial result.

2. Gather Financial Information

Through review of the documents you provide and counseling, we’ll gather information that we need to continue through the financial planning process.

3. Analyze Information and Create Financial Plan

We’ll identify and discuss the strengths and weaknesses in your current financial condition and if they affect the ability to make progress toward the goals you've previously set.

4. Present Financial Plan and Advise on Investment and Tax Strategies 1

Our financial advisor will design a set of recommended strategies tailored to your circumstances and goals, and review the plan with you.

5. Implement Financial Planning Strategies

We will help you acquire all the necessary financial products and services to implement the financial plan.

6. Review Process

It’s our desire to help you succeed. After we’ve put the plan into action, we’ll stay right beside you to continuously evaluate the performance of the implementation vehicles, and make changes to those vehicles as necessary.


1 For a comprehensive review of your personal situation, always consult with a legal or tax advisor. Neither Cetera Investment Services, Cetera Investment Advisers nor any of their representatives may give legal or tax advice.

 

102 West Baker Street, Plant City FL 33563
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Privacy Policy and Important Information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.

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