Sun Step Financial

At SUN STEP FINANCIAL, our mission is to empower our clients with solutions, tranquility, education, and prosperity — guiding them toward their financial goals through comprehensive, personalized planning. We live this mission through the meaning behind S.T.E.P.:

S – Solutions: Your personalized financial plan, clearly mapped to where you want to go.

T – Tranquility: The peace of mind you’ll feel as we help you build financial confidence.

E – Education: The tools and insights we provide to reduce confusion and boost clarity.

P – Prosperity: Your ultimate goal — not just financial success, but a richer, more fulfilling life.

10 Key Strategies we use with our clients:

1. Comprehensive Wealth Management

Building, preserving, and transferring wealth through tailored investment and financial planning.

2. Personalized Financial Planning

Crafting customized strategies aligned with clients’ goals, risk tolerance, and life stages.

3. Retirement Income Planning

Structuring sustainable income streams from 401(k)s, IRAs, pensions, and other assets.

4. Investment Strategy & Portfolio Management

Designing diversified portfolios to match long-term objectives and market conditions.

5. Tax-Efficient Planning

Minimizing tax liabilities through strategic asset placement, withdrawals, and gifting.

6. Estate & Legacy Planning

Ensuring assets are transferred according to clients’ wishes while minimizing estate taxes.

7. Risk Management & Insurance Solutions

Protecting income and assets with life, disability, and long-term care insurance.

8. Education Funding Strategies

Planning for children’s or grandchildren’s education using 529 plans and other vehicles.

9. Cash Flow & Budget Optimization

Managing income, expenses, and debt to support financial stability and growth.

10. Business Succession & Exit Planning

Helping business owners transition ownership and preserve enterprise value.

Go to Sun Step Financial: https://www.sunstepfinancial.com/

Check the background of your Financial Professional on FINRA’s BrokerCheck:

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Sun Step Financial and JWC/JWCA are unaffiliated entities.

Financial Professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.