Products & Services

When it comes to your financial dreams, taking action is vital to your success. But that’s not always easy. You know where you are— and where you want to go. Sunshine Wealth Management’s aim is to help you get there. Our experienced advisors are committed to making your journey toward financial success as easy as possible.

If you’re like most investors, you want someone to walk you through the investment choices available to you. That’s where we can help. An advisor provides the in-depth knowledge necessary to assist you in identifying what investments are right for you.

Whatever your goals or stage in life, Sunshine Wealth Management can help you make the right investment choices.

We Can Help You

  • Save for retirement—before and during your retirement years

  • Protect your family or business with risk management solutions

  • Save for college expenses

  • Minimize taxes through tax-advantaged investing1

  • Create lifetime income strategies

  • Maintain your independence with long-term care insurance

  • Save for something special (wedding, vacation, second home, etc.)

  • Gain confidence in your investment choices

  • Create a legacy for your family

  • Increase your understanding of Social Security

  • Preserve your wealth

  • Fulfill your charitable wishes

A Wide Variety of Products

  • Fixed and Variable Annuities

  • Mutual Funds

  • Life Insurance

  • Stocks and Bonds

  • Tax-Advantaged Investments1

  • Long-Term Care Insurance

  • Disability Insurance

  • Retirement Plans

  • Professionally Managed Asset Accounts

  • Money Market Funds

  • Unit Investment Trusts

1 Consult your legal or tax counsel for advice and information concerning your particular circumstances. 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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