As a boutique second generation financial practice, it is our main priority to serve our clients diligently and proactively - and with commitment to their future. Striving to fulfill our mission of making a positive difference, we are proactive in our approach. Our goal is to create generational wealth within the communities we serve.
Complex financial strategies require extensive experience and knowledge. Through Sunny Financial Strategies, you have access to a wide network of top-rated companies and investment experts that we have selected with care and prudence. These resources allow us to craft solutions to best fit your family or individual financial needs, objectives, goals, and style.
We place our client’s best interests above our own when making and implementing recommendations in our investment advisory work. We work with a variety of the nation’s top asset management and insurance companies, and because we are not restricted to one company’s particular set of financial products, our ability to provide you objective and unbiased advice is enhanced.
We work with hardworking middle class and high net worth families, who want to improve and simplify their financial life through our professional guidance and support.
Our Logo
Our logo represents two happy people, in the sunshine, achieving their vision of success and collaborating with one another. This imagery represents us well because when we work with clients, we assure them that they’re not on this journey alone. We have an extremely collaborative approach designed to educate clients and help them achieve their goals – whether that be a thriving business, or a sunny retirement.
Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Tom E. Sunny works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
Through Eagle Strategies, Tom E. Sunny provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
The Advanced Planning Group of New York Life Insurance Company collectively leverages years of practical experience and background in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, trust, business, and life insurance strategies. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Tom E. Sunny can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
Tom E. Sunny and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States. Tom is proud to have consistently been recognized in the very top of agent production at New York Life. In 2025, he was recognized as a Chairman's Cabinet member, which reflects excellent production and exemplary performance. Council is an annual New York Life recognition program based on agent production from July 1- June 30
NYLIFE Securities focuses on providing clients with world-class brokerage services and a wide variety of investment options. As a registered broker- dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities can offer the resources needed to help clients maximize their opportunities to grow and maintain their wealth.
Ash Brokerage is a third-party unaffiliated insurance brokerage general agency. They provide Tom E. Sunny and Sunny Financial the ability to shop around life insurance, long-term care insurance, disability income and annuities through various companies outside of New York Life.
Tom E. Sunny's relationship with Ash Brokerage enhances our mission of creating solutions that work best for our clients.
Our Technology Partners
Fidelity Clearing Solutions (National Financial Services): Custodian of our investment advisory and brokerage accounts.
Envestnet: Technology organization dedicated to providing digital access to your accounts, portfolio tools, and performance reporting.
Envestnet PMC: Monitors the performance of the products and investment managers available on Envestnet.
Wealthscape Investor Mobile App: Track and monitor your investment accounts with NYLIFE Securities and Eagle Strategies in the palm of your hands.
eMoney: Your personal financial planning dashboard and website, courtesy of Sunny Financial Strategies. This is the main financial planning software we use that will also aggregate all external accounts. Some examples include:
Asset and Liabilities Assessment
Income and Expenses Analysis
Cash Flow Projections
Tax Planning Strategies
Retirement Accounts, Real Estate Investments, Insurance, Bank Accounts, etc.
Interactive Goal Planning
Our ideal clients share many of the following qualities:
✔ They care for family, community, and someone, or something other than themselves.
✔ They understand that we all have made financial mistakes, have an open mind, and are willing to learn.
✔ They are serious about making smart decisions with their money.
✔ They are committed to collaborating on a written strategy and implementing it.
✔ They are disciplined and committed to following through.
✔ They like having the simplest structure and the least number of accounts necessary to achieve the results.
✔ They value a professional’s time.
✔ They view us as a trusted resource for themselves, their family, friends, colleagues, and co-workers.
Our Location
475 North Martingale Road
Suite 1250
Schaumburg, IL 60173
Where We Do Business
