Health Care and Tech Professionals
Here at Sunny Financial Strategies, LLC, we understand the financial challenges of being in the health care industry. Our professionals are prepared to work with you every step of the way, from residency until retirement. Our team focuses on the financial concerns of medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.
Many years of education and residency, long hours, and stressful days can all take a toll on your financial situation. It is our goal to help you develop a financial strategy so that you can devote your time and energy to what matters: your patients. Gaining an understanding of your goals, values, and circumstances is only the beginning. Once we develop an understanding of who you are, and your objectives, we will customize a strategy that meets your needs.
Collaborating with us helps to provide assurance that your financial goals are on track in your sometimes hectic career. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how the finances of health care providers can differ from those of other professionals, and we’re committed to tailoring your financial strategy specifically to you and your career.*
Disability Insurance
If your family’s main provider is no longer able to work due to illness or injury, disability insurance protects your income so that your family still has a source of stability. Our agents can help you protect your current lifestyle and long-term goals. In addition to medical expenses, income is usually reduced or even terminated at the onset of an illness or injury. As the main provider for your family, you should strongly consider disability insurance if your spouse does not believe he or she could maintain financial stability with only one income.
Individual disability insurance is available through one or more carries not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.
Retirement Planning
Retirement planning is crucial for physicians or other health care providers in order for them to stay on track and retire on time. Many careers only require 4–6 years of education, but the medical field requires so much more of an investment. While others can begin saving for retirement within years of graduating high school, individuals in the medical field can fall behind without proper planning. Our job is to help you address your finances in such a way that retiring on time is made possible.
Education Planning
Planning for the education of your children can be overwhelming, especially when you have just finished paying off student loans of your own. Our team of professionals is prepared to work with you to take into account factors such as tuition growth, risks involved, taxes, and more, to create a plan best suited to the needs of both you and your children. Talk to us about education funding today.
We do not provide tax advice. Please consult your own advisors for tax advice.
Debt Management
You would not be where you are today if it were not for hard work and years of education. Unfortunately, your education probably came at a high price, in the form of student loans. We want to help you address your obligations in such a way that paying them off becomes a reality. Our financial strategies will help meet your objectives so that your career, not your debt, can be the center of your focus.
Asset Protection & Life Insurance
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
Employee Benefits
No health care office can run smoothly without the help of administrative staff, managers, nurses, physician’s assistants, and other staff members. This team is what keeps patients satisfied, schedules complete, and priorities in order. Benefits, such as medical and dental insurance and paid leave help ensure that your employees are dedicated to staying with your practice. Our job is to help you decide which benefits are best for your company.
Medical and dental insurance are available through one or more carries not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.
Charitable Planning
Our professionals can help you with your charitable giving as a part of your financial strategy. If giving to a cause has been on your mind but you’re unsure of the best approach, consult with us today and we’ll help you make regular donations to a charity part of your personal financial strategy.
Wealth Management
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we work with our clients to design and implement a variety of wealth accumulation and management plans, offering investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to help ensure management of investment assets according to your goals, risk tolerance and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
*We do not provide tax advice. Please consult your own advisors for tax advice.
Where We Do Business
