SunStone Retirement Specialists is a financial services company devoted to providing effective income plans that work throughout your retirement. We have the answers you need and provide the security you deserve, whether you are retiring from a job, or need help with farm or business succession planning.
We take the time to understand what you want your retirement to look like. We work with you on the most important part of your retirement – your fully written retirement plan. This plan is different than any other plan you have seen; it not only answers your questions and brings clarity but also creates a structured, yet flexible design for your retirement income. The plan will show you the cash flow structure and income tax considerations as well as when you should draw down from each asset pool. It is specific to you and your retirement and allows for changes along the way, so you don’t have to worry.
* Tanya Herman-Vanthuyne Dealing Representative (Mutual Fund Dealer) attached to PEAK Investment Services Inc.
** Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through SunStone Retirement Specialists